EWA
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EverSource Wealth Advisors’s Kyndryl KD Stock Holding History

EverSource 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
2026
Q2 		$43.7K Sell
3,862
-1,607
-29% -$20K ﹤0.01% 1864
2026
Q1 		$71.8K Buy
5,469
+1,073
+24% +$18.9K ﹤0.01% 1639
2025
Q4 		$117K Buy
4,396
+47
+1% +$1.27K ﹤0.01% 1233
2025
Q3 		$131K Buy
4,349
+3,022
+228% +$104K 0.01% 1131
2025
Q2 		$55.7K Sell
1,327
-323
-20% -$11.7K ﹤0.01% 1547
2025
Q1 		$51.8K Buy
1,650
+526
+47% +$19.7K ﹤0.01% 1228
2024
Q4 		$38.9K Buy
1,124
+297
+36% +$8.64K ﹤0.01% 1299
2024
Q3 		$19K Buy
827
+404
+96% +$9.85K ﹤0.01% 1522
2024
Q2 		$11.4K Buy
423
+87
+26% +$2.09K ﹤0.01% 1784
2024
Q1 		$6.61K Buy
336
+100
+42% +$2.13K ﹤0.01% 1907
2023
Q4 		$4.9K Buy
236
+109
+86% +$1.86K ﹤0.01% 1870
2023
Q3 		$1.92K Hold
127
– – ﹤0.01% 2016
2023
Q2 		$1.69K Sell
127
-158
-55% -$2.14K ﹤0.01% 2078
2023
Q1 		$4.21K Buy
285
+48
+20% +$681 ﹤0.01% 1706
2022
Q4 		$2.63K Buy
237
+210
+778% +$2.11K ﹤0.01% 1828
2022
Q3 		$0 Sell
27
-175
-87% -$1.82K ﹤0.01% 2049
2022
Q2 		$2K Buy
202
+155
+330% +$1.8K ﹤0.01% 1520
2022
Q1 		$0 Sell
47
-17
-27% -$256 ﹤0.01% 1782
2021
Q4 		$1K Buy
+64
New +$1.38K ﹤0.01% 1707

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's KD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kyndryl (KD) stake by 29% in Q2 2026, selling an estimated $20K and leaving 3,862 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

EverSource Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $131K in Q3 2025. 675 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • EverSource Wealth Advisors held 3,862 shares of Kyndryl worth $43.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,607 Kyndryl shares in Q2 2026, an estimated $20K.
  • Kyndryl made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1864 holding.
  • EverSource Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Kyndryl position peaked at $131K in Q3 2025.
  • 675 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.