Diversify Wealth Management
KD icon

Diversify Wealth Management’s Kyndryl KD Stock Holding History

Diversify 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
Q3 		$176K Buy
13,339
+642
+5% +$8.15K ﹤0.01% 1235
2026
Q2 		$162K Buy
12,697
+259
+2% +$3.23K ﹤0.01% 1205
2026
Q1 		$174K Buy
+12,438
New +$219K ﹤0.01% 1099

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

Diversify Wealth Management's KD Position: Q3 2026 in Review

Diversify Wealth Management increased its Kyndryl (KD) stake by 5.1% in Q3 2026, buying an estimated $8.15K and bringing the position to 13,339 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Diversify Wealth Management first reported a position in KD in Q1 2026 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Diversify Wealth Management held 13,339 shares of Kyndryl worth $176K as of Q3 2026.
  • Diversify Wealth Management bought 642 Kyndryl shares in Q3 2026, an estimated $8.15K.
  • Kyndryl made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1235 holding.
  • Diversify Wealth Management first reported a position in Kyndryl in Q1 2026 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.