CX Institutional
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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
Q3 		$4K Buy
361
+265
+276% +$3.36K ﹤0.01% 1467
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's KD Position: Q3 2026 in Review

CX Institutional increased its Kyndryl (KD) stake by 276% in Q3 2026, buying an estimated $3.36K and bringing the position to 361 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

CX Institutional first reported a position in KD in Q2 2022 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • CX Institutional held 361 shares of Kyndryl worth $4K as of Q3 2026.
  • CX Institutional bought 265 Kyndryl shares in Q3 2026, an estimated $3.36K.
  • Kyndryl made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1467 holding.
  • CX Institutional first reported a position in Kyndryl in Q2 2022 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.