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Compass Financial Services’s Kyndryl KD Stock Holding History

Compass 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
Q1 		– Sell
-971
Closed -$25.8K – 158
2025
Q4 		$25.8K Sell
971
-200
-17% -$5.42K 0.01% 138
2025
Q3 		$35.2K Hold
1,171
– – 0.02% 126
2025
Q2 		$49.1K Buy
1,171
+200
+21% +$7.23K 0.02% 93
2025
Q1 		$30.5K Buy
+971
New +$36.4K 0.02% 114

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

Compass Financial Services's KD Position: Q1 2026 in Review

Compass Financial Services sold out of Kyndryl (KD) in Q1 2026, closing a stake of 971 shares — an estimated $25.8K sold.

Compass Financial Services first reported a position in KD in Q1 2025 and held it in 4 quarters. The position peaked at $49.1K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Compass Financial Services reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 971 Kyndryl shares in Q1 2026, an estimated $25.8K.
  • Compass Financial Services first reported a position in Kyndryl in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's Kyndryl position peaked at $49.1K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.