CAPTRUST Financial Advisors
KD icon

CAPTRUST Financial Advisors’s Kyndryl KD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$694K Buy
61,371
+8,893
+17% +$111K ﹤0.01% 1962
2026
Q1 		$688K Sell
52,478
-18,211
-26% -$321K ﹤0.01% 1818
2025
Q4 		$1.88M Buy
70,689
+20,760
+42% +$563K ﹤0.01% 1126
2025
Q3 		$1.5M Buy
49,929
+17,515
+54% +$602K ﹤0.01% 1191
2025
Q2 		$1.36M Buy
32,414
+9,606
+42% +$347K ﹤0.01% 1180
2025
Q1 		$716K Buy
22,808
+308
+1% +$11.5K ﹤0.01% 1443
2024
Q4 		$779K Buy
22,500
+8,377
+59% +$244K ﹤0.01% 1375
2024
Q3 		$325K Buy
14,123
+1,092
+8% +$26.6K ﹤0.01% 1839
2024
Q2 		$343K Sell
13,031
-2,420
-16% -$58K ﹤0.01% 1733
2024
Q1 		$336K Sell
15,451
-7,690
-33% -$164K ﹤0.01% 1714
2023
Q4 		$481K Sell
23,141
-602
-3% -$10.3K ﹤0.01% 1763
2023
Q3 		$359K Buy
23,743
+2,229
+10% +$33.1K ﹤0.01% 1884
2023
Q2 		$286K Sell
21,514
-1,910
-8% -$25.9K ﹤0.01% 2017
2023
Q1 		$346K Buy
23,424
+5,765
+33% +$81.8K ﹤0.01% 1650
2022
Q4 		$196K Buy
17,659
+630
+4% +$6.34K ﹤0.01% 1950
2022
Q3 		$141K Sell
17,029
-2,538
-13% -$26.4K ﹤0.01% 1884
2022
Q2 		$191K Sell
19,567
-2,089
-10% -$24.3K ﹤0.01% 1725
2022
Q1 		$284K Buy
21,656
+2,347
+12% +$35.3K ﹤0.01% 1473
2021
Q4 		$349K Buy
+19,309
New +$417K ﹤0.01% 1308

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAPTRUST Financial Advisors's KD Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Kyndryl (KD) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 61,371 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

CAPTRUST Financial Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • CAPTRUST Financial Advisors held 61,371 shares of Kyndryl worth $694K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 8,893 Kyndryl shares in Q2 2026, an estimated $111K.
  • Kyndryl made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1962 holding.
  • CAPTRUST Financial Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • CAPTRUST Financial Advisors's Kyndryl position peaked at $1.88M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.