Elevation Wealth Partners’s Kyndryl KD Stock Holding History

Elevation Wealth Partners’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	$417	Hold	37	–	–	﹤0.01%	1321
2026 Q2	$418	Hold	37	–	–	﹤0.01%	1283
2026 Q1	$485	Hold	37	–	–	﹤0.01%	1044
2025 Q4	$983	Hold	37	–	–	﹤0.01%	865
2025 Q3	$1.11K	Hold	37	–	–	﹤0.01%	741
2025 Q2	$1.55K	Hold	37	–	–	﹤0.01%	434
2025 Q1	$1.28K	Hold	37	–	–	﹤0.01%	438
2024 Q4	$1.28K	Hold	37	–	–	﹤0.01%	446
2024 Q3	$850	Hold	37	–	–	﹤0.01%	437
2024 Q2	$769	Hold	37	–	–	﹤0.01%	467
2024 Q1	$769	Hold	37	–	–	﹤0.01%	436
2023 Q4	$769	Hold	37	–	–	﹤0.01%	409
2023 Q3	$559	Hold	37	–	–	﹤0.01%	309
2023 Q2	$491	Hold	37	–	–	﹤0.01%	323
2023 Q1	$546	Buy	+37	New	+$525	﹤0.01%	322

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Elevation Wealth Partners's KD Position: Q3 2026 in Review

Elevation Wealth Partners held its Kyndryl (KD) position steady in Q3 2026 at 37 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Elevation Wealth Partners first reported a position in KD in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.55K in Q2 2025. 26 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Elevation Wealth Partners held 37 shares of Kyndryl worth $417 as of Q3 2026.
Elevation Wealth Partners left its Kyndryl share count unchanged in Q3 2026.
Kyndryl made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1321 holding.
Elevation Wealth Partners first reported a position in Kyndryl in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Kyndryl position peaked at $1.55K in Q2 2025.
26 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.