Financial Perspectives’s Kyndryl KD Stock Holding History

Financial Perspectives’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	–	Sell	-8	Closed	-$105	–	730
2026 Q1	$105	Hold	8	–	–	﹤0.01%	702
2025 Q4	$212	Hold	8	–	–	﹤0.01%	692
2025 Q3	$240	Hold	8	–	–	﹤0.01%	695
2025 Q2	$336	Hold	8	–	–	﹤0.01%	687
2025 Q1	$251	Hold	8	–	–	﹤0.01%	694
2024 Q4	$277	Hold	8	–	–	﹤0.01%	694
2024 Q3	$184	Hold	8	–	–	﹤0.01%	658
2024 Q2	$210	Hold	8	–	–	﹤0.01%	655
2024 Q1	$174	Hold	8	–	–	﹤0.01%	647
2023 Q4	$166	Hold	8	–	–	﹤0.01%	684
2023 Q3	$121	Hold	8	–	–	﹤0.01%	687
2023 Q2	$106	Hold	8	–	–	﹤0.01%	668
2023 Q1	$118	Hold	8	–	–	﹤0.01%	664
2022 Q4	$89	Hold	8	–	–	﹤0.01%	673
2022 Q3	$66	Hold	8	–	–	﹤0.01%	691
2022 Q2	$78	Hold	8	–	–	﹤0.01%	686
2022 Q1	$105	Hold	8	–	–	﹤0.01%	684
2021 Q4	$145	Buy	+8	New	+$173	﹤0.01%	644

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Perspectives's KD Position: Q2 2026 in Review

Financial Perspectives sold out of Kyndryl (KD) in Q2 2026, closing a stake of 8 shares — an estimated $105 sold.

Financial Perspectives first reported a position in KD in Q4 2021 and held it in 18 quarters. The position peaked at $336 in Q2 2025. 675 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Financial Perspectives reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Financial Perspectives sold 8 Kyndryl shares in Q2 2026, an estimated $105.
Financial Perspectives first reported a position in Kyndryl in Q4 2021 and held it in 18 quarters.
Financial Perspectives's Kyndryl position peaked at $336 in Q2 2025.
675 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.