CIBC Private Wealth Group’s Kyndryl KD Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$482K	Sell	18,137 -61	-0.3%	-$1.65K	﹤0.01%	897
2025 Q3	$546K	Buy	18,198 +237	+1%	+$8.14K	﹤0.01%	839
2025 Q2	$754K	Sell	17,961 -4,491	-20%	-$162K	﹤0.01%	722
2025 Q1	$623K	Sell	22,452 -2,439	-10%	-$91.4K	﹤0.01%	749
2024 Q4	$939K	Buy	24,891 +1,221	+5%	+$35.5K	﹤0.01%	706
2024 Q3	$544K	Sell	23,670 -105	-0.4%	-$2.56K	﹤0.01%	846
2024 Q2	$618K	Buy	23,775 +13,472	+131%	+$323K	﹤0.01%	766
2024 Q1	$222K	Buy	+10,303	New	+$219K	﹤0.01%	1077
2022 Q3	–	Sell	-322	Closed	-$3K	–	1063
2022 Q2	$3K	Sell	322 -15,285	-98%	-$178K	﹤0.01%	1132
2022 Q1	$205K	Sell	15,607 -2,734	-15%	-$41.2K	﹤0.01%	952
2021 Q4	$333K	Buy	+18,341	New	+$396K	﹤0.01%	848

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

CIBC Private Wealth Group's KD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Kyndryl (KD) stake by 0.34% in Q4 2025, selling an estimated $1.65K and leaving 18,137 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

CIBC Private Wealth Group first reported a position in KD in Q4 2021 and has held it in 11 quarters since. The position peaked at $939K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q4 2025.

CIBC Private Wealth Group held 18,137 shares of Kyndryl worth $482K as of Q4 2025.
CIBC Private Wealth Group sold 61 Kyndryl shares in Q4 2025, an estimated $1.65K.
Kyndryl made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #897 holding.
CIBC Private Wealth Group first reported a position in Kyndryl in Q4 2021 and has held it in 11 quarters since.
CIBC Private Wealth Group's Kyndryl position peaked at $939K in Q4 2024.
702 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.