CFFP
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Center for Financial Planning’s Kyndryl KD Stock Holding History

Center for Financial Planning’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 		$2.61K Hold
231
– – ﹤0.01% 573
2026
Q1 		$3.03K Sell
231
-26
-10% -$458 ﹤0.01% 555
2025
Q4 		$6.83K Buy
257
+26
+11% +$705 ﹤0.01% 530
2025
Q3 		$6.94K Hold
231
– – ﹤0.01% 519
2025
Q2 		$9.69K Buy
231
+16
+7% +$579 ﹤0.01% 463
2025
Q1 		$6.75K Hold
215
– – ﹤0.01% 508
2024
Q4 		$7.44K Hold
215
– – ﹤0.01% 451
2024
Q3 		$4.94K Sell
215
-111
-34% -$2.71K ﹤0.01% 458
2024
Q2 		$8.58K Hold
326
– – ﹤0.01% 411
2024
Q1 		$7.09K Buy
326
+111
+52% +$2.36K ﹤0.01% 443
2023
Q4 		$4.47K Sell
215
-42
-16% -$718 ﹤0.01% 428
2023
Q3 		$3.88K Sell
257
-20
-7% -$297 ﹤0.01% 429
2023
Q2 		$3.68K Hold
277
– – ﹤0.01% 463
2023
Q1 		$4.09K Hold
277
– – ﹤0.01% 423
2022
Q4 		$3.08K Sell
277
-60
-18% -$604 ﹤0.01% 438
2022
Q3 		$3K Buy
337
+62
+23% +$645 ﹤0.01% 481
2022
Q2 		$3K Hold
275
– – ﹤0.01% 452
2022
Q1 		$4K Sell
275
-134
-33% -$2.02K ﹤0.01% 441
2021
Q4 		$7K Buy
+409
New +$8.83K ﹤0.01% 410

Other funds holding KD

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

Center for Financial Planning's KD Position: Q2 2026 in Review

Center for Financial Planning held its Kyndryl (KD) position steady in Q2 2026 at 231 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Center for Financial Planning first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.69K in Q2 2025. 227 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Center for Financial Planning held 231 shares of Kyndryl worth $2.61K as of Q2 2026.
  • Center for Financial Planning left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #573 holding.
  • Center for Financial Planning first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Center for Financial Planning's Kyndryl position peaked at $9.69K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.