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Concord Wealth Partners’s Kyndryl KD Stock Holding History

Concord Wealth Partners’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
-151
Closed -$4.01K – 519
2025
Q4 		$4.01K Hold
151
– – ﹤0.01% 646
2025
Q3 		$4.54K Sell
151
-15
-9% -$515 ﹤0.01% 638
2025
Q2 		$6.96K Hold
166
– – ﹤0.01% 590
2025
Q1 		$5.21K Sell
166
-11
-6% -$412 ﹤0.01% 577
2024
Q4 		$6.12K Hold
177
– – ﹤0.01% 580
2024
Q3 		$4.07K Hold
177
– – ﹤0.01% 667
2024
Q2 		$4.66K Sell
177
-94
-35% -$2.25K ﹤0.01% 580
2024
Q1 		$5.9K Hold
271
– – ﹤0.01% 635
2023
Q4 		$5.63K Sell
271
-28
-9% -$478 ﹤0.01% 626
2023
Q3 		$4.51K Buy
299
+91
+44% +$1.35K ﹤0.01% 734
2023
Q2 		$2.76K Buy
208
+156
+300% +$2.11K ﹤0.01% 815
2023
Q1 		$768 Sell
52
-229
-81% -$3.25K ﹤0.01% 917
2022
Q4 		$3.13K Buy
+281
New +$2.83K ﹤0.01% 856
2022
Q3 		– Sell
-316
Closed -$3K – 671
2022
Q2 		$3K Buy
+316
New +$3.68K ﹤0.01% 946
2022
Q1 		– Sell
-215
Closed -$4K – 1339
2021
Q4 		$4K Buy
+215
New +$4.64K ﹤0.01% 995

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

Concord Wealth Partners's KD Position: Q1 2026 in Review

Concord Wealth Partners sold out of Kyndryl (KD) in Q1 2026, closing a stake of 151 shares — an estimated $4.01K sold.

Concord Wealth Partners first reported a position in KD in Q4 2021 and held it in 15 quarters. The position peaked at $6.96K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Concord Wealth Partners reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 151 Kyndryl shares in Q1 2026, an estimated $4.01K.
  • Concord Wealth Partners first reported a position in Kyndryl in Q4 2021 and held it in 15 quarters.
  • Concord Wealth Partners's Kyndryl position peaked at $6.96K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.