Evermay Wealth Management’s Kyndryl KD Stock Holding History

Evermay 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	$3.97K	Buy	351 +24	+7%	+$299	﹤0.01%	569
2026 Q1	$4.29K	Hold	327	–	–	﹤0.01%	519
2025 Q4	$8.69K	Hold	327	–	–	﹤0.01%	458
2025 Q3	$9.82K	Hold	327	–	–	﹤0.01%	447
2025 Q2	$13.7K	Hold	327	–	–	﹤0.01%	418
2025 Q1	$10.3K	Buy	+327	New	+$12.3K	﹤0.01%	445
2024 Q3	–	Sell	-99	Closed	-$2.6K	–	609
2024 Q2	$2.6K	Hold	99	–	–	﹤0.01%	529
2024 Q1	$2.15K	Buy	+99	New	+$2.1K	﹤0.01%	536
2022 Q3	–	Sell	-7	Closed	–	–	531
2022 Q2	$0	Hold	7	–	–	﹤0.01%	541
2022 Q1	$0	Sell	7 -900	-99%	-$13.5K	﹤0.01%	556
2021 Q4	$16K	Buy	+907	New	+$19.6K	﹤0.01%	371

Other funds holding KD

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

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

Evermay Wealth Management increased its Kyndryl (KD) stake by 7.3% in Q2 2026, buying an estimated $299 and bringing the position to 351 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Evermay Wealth Management first reported a position in KD in Q4 2021 and has held it in 11 quarters since. The position peaked at $16K in Q4 2021. 188 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Evermay Wealth Management held 351 shares of Kyndryl worth $3.97K as of Q2 2026.
Evermay Wealth Management bought 24 Kyndryl shares in Q2 2026, an estimated $299.
Kyndryl made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #569 holding.
Evermay Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 11 quarters since.
Evermay Wealth Management's Kyndryl position peaked at $16K in Q4 2021.
188 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.