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Dakota Wealth Management’s Kyndryl KD Stock Holding History

Dakota Wealth Management’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 		$609K Sell
53,869
-26,831
-33% -$334K 0.01% 540
2026
Q1 		$1.06M Buy
80,700
+39,134
+94% +$689K 0.02% 389
2025
Q4 		$1.1M Buy
+41,566
New +$1.13M 0.02% 385
2025
Q1 		– Sell
-35,281
Closed -$1.22M – 782
2024
Q4 		$1.22M Buy
+35,281
New +$1.03M 0.03% 327

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dakota Wealth Management's KD Position: Q2 2026 in Review

Dakota Wealth Management reduced its Kyndryl (KD) stake by 33% in Q2 2026, selling an estimated $334K and leaving 53,869 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #540.

Dakota Wealth Management first reported a position in KD in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2024. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Dakota Wealth Management held 53,869 shares of Kyndryl worth $609K as of Q2 2026.
  • Dakota Wealth Management sold 26,831 Kyndryl shares in Q2 2026, an estimated $334K.
  • Kyndryl made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Dakota Wealth Management first reported a position in Kyndryl in Q4 2024 and has held it in 4 quarters since.
  • Dakota Wealth Management's Kyndryl position peaked at $1.22M in Q4 2024.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.