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EP Wealth Advisors’s Kyndryl KD Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$499K Buy
11,891
+2,716
+30% +$98.2K ﹤0.01% 782
2025
Q1 		$288K Sell
9,175
-1,176
-11% -$44.1K ﹤0.01% 929
2024
Q4 		$358K Buy
10,351
+756
+8% +$22K ﹤0.01% 802
2024
Q3 		$220K Buy
+9,595
New +$234K ﹤0.01% 996

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

EP Wealth Advisors's KD Position: Q2 2025 in Review

EP Wealth Advisors increased its Kyndryl (KD) stake by 30% in Q2 2025, buying an estimated $98.2K and bringing the position to 11,891 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

EP Wealth Advisors first reported a position in KD in Q3 2024 and has held it in 4 quarters since. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • EP Wealth Advisors held 11,891 shares of Kyndryl worth $499K as of Q2 2025.
  • EP Wealth Advisors bought 2,716 Kyndryl shares in Q2 2025, an estimated $98.2K.
  • Kyndryl made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #782 holding.
  • EP Wealth Advisors first reported a position in Kyndryl in Q3 2024 and has held it in 4 quarters since.
  • 735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.