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Concourse Financial Group Securities’s Kyndryl KD Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-326
Closed -$12.7K – 1140
2024
Q4 		$12.7K Sell
326
-1,038
-76% -$30.2K ﹤0.01% 1658
2024
Q3 		$31.3K Sell
1,364
-5,059
-79% -$123K ﹤0.01% 1366
2024
Q2 		$169K Buy
6,423
+6,068
+1,709% +$145K 0.01% 741
2024
Q1 		$7.72K Hold
355
– – ﹤0.01% 1784
2023
Q4 		$7.38K Sell
355
-30
-8% -$513 ﹤0.01% 1757
2023
Q3 		$5.81K Hold
385
– – ﹤0.01% 1779
2023
Q2 		$5.11K Sell
385
-20
-5% -$271 ﹤0.01% 1828
2023
Q1 		$5.98K Buy
405
+20
+5% +$284 ﹤0.01% 1816
2022
Q4 		$4.28K Sell
385
-13
-3% -$131 ﹤0.01% 1892
2022
Q3 		$3K Sell
398
-202
-34% -$2.1K ﹤0.01% 1750
2022
Q2 		$6K Sell
600
-129
-18% -$1.5K ﹤0.01% 1809
2022
Q1 		$10K Sell
729
-619
-46% -$9.32K ﹤0.01% 1687
2021
Q4 		$24K Buy
+1,348
New +$29.1K ﹤0.01% 1576

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Concourse Financial Group Securities's KD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kyndryl (KD) in Q1 2025, closing a stake of 326 shares — an estimated $12.7K sold.

Concourse Financial Group Securities first reported a position in KD in Q4 2021 and held it in 13 quarters. The position peaked at $169K in Q2 2024. 703 funds tracked by Wall St. Rank hold KD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 326 Kyndryl shares in Q1 2025, an estimated $12.7K.
  • Concourse Financial Group Securities first reported a position in Kyndryl in Q4 2021 and held it in 13 quarters.
  • Concourse Financial Group Securities's Kyndryl position peaked at $169K in Q2 2024.
  • 703 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.