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Cassaday & Co Wealth Management’s Kyndryl KD Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		$10.3K Buy
+788
New +$13.9K ﹤0.01% 883

Other funds holding KD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Cassaday & Co Wealth Management's KD Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Kyndryl (KD) in Q1 2026: 788 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Cassaday & Co Wealth Management held 788 shares of Kyndryl worth $10.3K as of Q1 2026.
  • Kyndryl was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Kyndryl made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #883 holding.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.