CGC Financial Services’s Kyndryl KD Stock Holding History

CGC Financial Services’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	$283	Sell	25 -47	-65%	-$586	﹤0.01%	330
2026 Q1	$945	Sell	72 -1	-1%	-$18	﹤0.01%	306
2025 Q4	$1.94K	Hold	73	–	–	﹤0.01%	291
2025 Q3	$2.19K	Hold	73	–	–	﹤0.01%	289
2025 Q2	$3.06K	Hold	73	–	–	﹤0.01%	267
2025 Q1	$2.29K	Hold	73	–	–	﹤0.01%	268
2024 Q4	$2.53K	Hold	73	–	–	﹤0.01%	272
2024 Q3	$1.68K	Hold	73	–	–	﹤0.01%	279
2024 Q2	$1.92K	Hold	73	–	–	﹤0.01%	274
2024 Q1	$1.59K	Hold	73	–	–	﹤0.01%	288
2023 Q4	$1.52K	Hold	73	–	–	﹤0.01%	300
2023 Q3	$1.1K	Buy	73 +11	+18%	+$163	﹤0.01%	271
2023 Q2	$823	Buy	+62	New	+$839	﹤0.01%	299

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CGC Financial Services's KD Position: Q2 2026 in Review

CGC Financial Services reduced its Kyndryl (KD) stake by 65% in Q2 2026, selling an estimated $586 and leaving 25 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #330.

CGC Financial Services first reported a position in KD in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.06K in Q2 2025. 83 funds tracked by Wall St. Rank hold KD as of Q2 2026.

CGC Financial Services held 25 shares of Kyndryl worth $283 as of Q2 2026.
CGC Financial Services sold 47 Kyndryl shares in Q2 2026, an estimated $586.
Kyndryl made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #330 holding.
CGC Financial Services first reported a position in Kyndryl in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Kyndryl position peaked at $3.06K in Q2 2025.
83 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.