CX Institutional’s Kyndryl KD Stock Holding History

CX Institutional’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	$1K	Hold	96	–	–	﹤0.01%	1531
2026 Q1	$1K	Sell	96 -10	-9%	-$176	﹤0.01%	1513
2025 Q4	$3K	Buy	106 +10	+10%	+$271	﹤0.01%	1325
2025 Q3	$3K	Hold	96	–	–	﹤0.01%	1291
2025 Q2	$4K	Hold	96	–	–	﹤0.01%	1113
2025 Q1	$3K	Buy	+96	New	+$3.6K	﹤0.01%	1110
2022 Q3	–	Sell	-187	Closed	-$2K	–	828
2022 Q2	$2K	Buy	+187	New	+$2.18K	﹤0.01%	1097

Other funds holding KD

DLA

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's KD Position: Q2 2026 in Review

CX Institutional held its Kyndryl (KD) position steady in Q2 2026 at 96 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

CX Institutional first reported a position in KD in Q2 2022 and has held it in 7 quarters since. The position peaked at $4K in Q2 2025. 102 funds tracked by Wall St. Rank hold KD as of Q2 2026.

CX Institutional held 96 shares of Kyndryl worth $1K as of Q2 2026.
CX Institutional left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1531 holding.
CX Institutional first reported a position in Kyndryl in Q2 2022 and has held it in 7 quarters since.
CX Institutional's Kyndryl position peaked at $4K in Q2 2025.
102 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.