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Dogwood Wealth Management’s Kyndryl KD Stock Holding History

Dogwood 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 		$1.31K Hold
116
– – ﹤0.01% 736
2026
Q1 		$1.52K Hold
116
– – ﹤0.01% 698
2025
Q4 		$3.08K Hold
116
– – ﹤0.01% 498
2025
Q3 		$3.48K Buy
116
+16
+16% +$550 ﹤0.01% 453
2025
Q2 		$4.34K Buy
100
+20
+25% +$723 ﹤0.01% 479
2025
Q1 		$2.51K Buy
+80
New +$3K ﹤0.01% 308
2024
Q2 		– Sell
-40
Closed -$870 – 639
2024
Q1 		$870 Buy
+40
New +$851 ﹤0.01% 225

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

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

Dogwood Wealth Management held its Kyndryl (KD) position steady in Q2 2026 at 116 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Dogwood Wealth Management first reported a position in KD in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.34K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Dogwood Wealth Management held 116 shares of Kyndryl worth $1.31K as of Q2 2026.
  • Dogwood Wealth Management left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #736 holding.
  • Dogwood Wealth Management first reported a position in Kyndryl in Q1 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Kyndryl position peaked at $4.34K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.