Diversify Advisory Services’s Kyndryl KD Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-17,056	Closed	-$430K	–	575
2025 Q4	$430K	Sell	17,056 -213,346	-93%	-$5.78M	0.01%	649
2025 Q3	$6.62M	Buy	230,402 +62,556	+37%	+$2.15M	0.22%	74
2025 Q2	$4.97M	Buy	167,846 +22,802	+16%	+$825K	0.19%	89
2025 Q1	$4.73M	Buy	145,044 +554	+0.4%	+$20.8K	0.3%	59
2024 Q4	$5.31M	Buy	+144,490	New	+$4.21M	0.29%	48

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Diversify Advisory Services's KD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Kyndryl (KD) in Q1 2026, closing a stake of 17,056 shares — an estimated $430K sold.

Diversify Advisory Services first reported a position in KD in Q4 2024 and held it in 5 quarters. The position peaked at $6.62M in Q3 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Diversify Advisory Services reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 17,056 Kyndryl shares in Q1 2026, an estimated $430K.
Diversify Advisory Services first reported a position in Kyndryl in Q4 2024 and held it in 5 quarters.
Diversify Advisory Services's Kyndryl position peaked at $6.62M in Q3 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.