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 Q2	$1.59K	Buy	+141	New	+$1.76K	﹤0.01%	752
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's KD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Kyndryl (KD) in Q2 2026: 141 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KD as recently as Q4 2025.

Concord Wealth Partners first reported a position in KD in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.96K in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Concord Wealth Partners held 141 shares of Kyndryl worth $1.59K as of Q2 2026.
Kyndryl was a new Concord Wealth Partners position in Q2 2026.
Kyndryl made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #752 holding.
Concord Wealth Partners first reported a position in Kyndryl in Q4 2021 and has held it in 16 quarters since.
Concord Wealth Partners's Kyndryl position peaked at $6.96K in Q2 2025.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.