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Essential Partners’s Kyndryl KD Stock Holding History

Essential 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 		$54.4K Sell
4,827
-2,110
-30% -$26.8K 0.02% 588
2026
Q2 		$78.5K Buy
6,937
+5,754
+486% +$71.7K 0.04% 487
2026
Q1 		$15.5K Sell
1,183
-2,387
-67% -$42K 0.01% 1033
2025
Q4 		$94.8K Sell
3,570
-833
-19% -$22.6K 0.03% 455
2025
Q3 		$132K Buy
4,403
+3,963
+901% +$136K 0.04% 394
2025
Q2 		$18.5K Buy
+440
New +$15.9K 0.01% 697

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's KD Position: Q3 2026 in Review

Essential Partners reduced its Kyndryl (KD) stake by 30% in Q3 2026, selling an estimated $26.8K and leaving 4,827 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #588.

Essential Partners first reported a position in KD in Q2 2025 and has held it in 6 quarters since. The position peaked at $132K in Q3 2025. 43 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Essential Partners held 4,827 shares of Kyndryl worth $54.4K as of Q3 2026.
  • Essential Partners sold 2,110 Kyndryl shares in Q3 2026, an estimated $26.8K.
  • Kyndryl made up 0.02% of Essential Partners's portfolio in Q3 2026, its #588 holding.
  • Essential Partners first reported a position in Kyndryl in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Kyndryl position peaked at $132K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.