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 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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's KD Position: Q2 2026 in Review

Elevation Wealth Partners held its Kyndryl (KD) position steady in Q2 2026 at 37 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Elevation Wealth Partners first reported a position in KD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55K in Q2 2025. 218 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Elevation Wealth Partners held 37 shares of Kyndryl worth $418 as of Q2 2026.
Elevation Wealth Partners left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1283 holding.
Elevation Wealth Partners first reported a position in Kyndryl in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Kyndryl position peaked at $1.55K in Q2 2025.
218 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.