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Clifford Swan Investment Counsel’s Kyndryl KD Stock Holding History

Clifford Swan Investment Counsel’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 		$311K Sell
23,706
-135
-0.6% -$2.38K 0.01% 261
2025
Q4 		$633K Sell
23,841
-649
-3% -$17.6K 0.02% 205
2025
Q3 		$735K Sell
24,490
-15,283
-38% -$525K 0.02% 196
2025
Q2 		$1.67M Sell
39,773
-2,987
-7% -$108K 0.06% 150
2025
Q1 		$1.34M Sell
42,760
-57,883
-58% -$2.17M 0.05% 162
2024
Q4 		$3.48M Sell
100,643
-52,573
-34% -$1.53M 0.13% 125
2024
Q3 		$3.52M Sell
153,216
-58,369
-28% -$1.42M 0.12% 125
2024
Q2 		$5.57M Sell
211,585
-11,298
-5% -$271K 0.21% 102
2024
Q1 		$4.85M Sell
222,883
-39,711
-15% -$844K 0.18% 111
2023
Q4 		$5.46M Sell
262,594
-46,840
-15% -$800K 0.21% 102
2023
Q3 		$4.67M Sell
309,434
-269
-0.1% -$3.99K 0.2% 108
2023
Q2 		$4.11M Buy
309,703
+8,962
+3% +$121K 0.17% 117
2023
Q1 		$4.44M Sell
300,741
-37,886
-11% -$538K 0.19% 113
2022
Q4 		$3.77M Sell
338,627
-1,102
-0.3% -$11.1K 0.16% 117
2022
Q3 		$2.81M Buy
339,729
+115,542
+52% +$1.2M 0.13% 117
2022
Q2 		$2.19M Sell
224,187
-1,835
-0.8% -$21.4K 0.09% 126
2022
Q1 		$2.96M Buy
226,022
+41,695
+23% +$628K 0.11% 122
2021
Q4 		$3.34M Buy
+184,327
New +$3.98M 0.12% 124

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's KD Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Kyndryl (KD) stake by 0.57% in Q1 2026, selling an estimated $2.38K and leaving 23,706 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #261.

Clifford Swan Investment Counsel first reported a position in KD in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.57M in Q2 2024. 663 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Clifford Swan Investment Counsel held 23,706 shares of Kyndryl worth $311K as of Q1 2026.
  • Clifford Swan Investment Counsel sold 135 Kyndryl shares in Q1 2026, an estimated $2.38K.
  • Kyndryl made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #261 holding.
  • Clifford Swan Investment Counsel first reported a position in Kyndryl in Q4 2021 and has held it in 18 quarters since.
  • Clifford Swan Investment Counsel's Kyndryl position peaked at $5.57M in Q2 2024.
  • 663 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.