Cornerstone Planning Group’s Kyndryl KD Stock Holding History

Cornerstone Planning Group’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	$1.49K	Sell	128 -39	-23%	-$486	﹤0.01%	1396
2026 Q1	$2.46K	Buy	167 +145	+659%	+$2.55K	﹤0.01%	1259
2025 Q4	$521	Sell	22 -4	-15%	-$108	﹤0.01%	1502
2025 Q3	$739	Buy	26 +3	+13%	+$103	﹤0.01%	1387
2025 Q2	$666	Buy	23 +21	+1,050%	+$759	﹤0.01%	1219
2025 Q1	$62	Hold	2	–	–	﹤0.01%	1518
2024 Q4	$76	Hold	2	–	–	﹤0.01%	1361
2024 Q3	$49	Hold	2	–	–	﹤0.01%	1269
2024 Q2	$46	Hold	2	–	–	﹤0.01%	1223
2024 Q1	$42	Hold	2	–	–	﹤0.01%	1061
2023 Q4	$42	Hold	2	–	–	﹤0.01%	927
2023 Q3	$30	Hold	2	–	–	﹤0.01%	1165
2023 Q2	$27	Buy	+2	New	+$27	﹤0.01%	1562
2022 Q4	$25	Buy	+2	New	+$20	﹤0.01%	1558

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cornerstone Planning Group's KD Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Kyndryl (KD) stake by 23% in Q2 2026, selling an estimated $486 and leaving 128 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Cornerstone Planning Group first reported a position in KD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.46K in Q1 2026. 379 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Cornerstone Planning Group held 128 shares of Kyndryl worth $1.49K as of Q2 2026.
Cornerstone Planning Group sold 39 Kyndryl shares in Q2 2026, an estimated $486.
Kyndryl made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1396 holding.
Cornerstone Planning Group first reported a position in Kyndryl in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Kyndryl position peaked at $2.46K in Q1 2026.
379 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.