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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Kyndryl KD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-20,100
Closed -$534K – 548
2025
Q4 		$534K Buy
+20,100
New +$545K 0.16% 89

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KD Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Kyndryl (KD) in Q1 2026, closing a stake of 20,100 shares — an estimated $534K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KD in Q4 2025 and held it in 1 quarter. The position peaked at $534K in Q4 2025. 663 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 20,100 Kyndryl shares in Q1 2026, an estimated $534K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Kyndryl in Q4 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Kyndryl position peaked at $534K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.