Fortis Group Advisors’s Kyndryl KD Stock Holding History

Fortis Group 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	$7.79K	Sell	689 -80	-10%	-$997	﹤0.01%	409
2026 Q1	$10.1K	Hold	769	–	–	﹤0.01%	382
2025 Q4	$20.4K	Hold	769	–	–	﹤0.01%	343
2025 Q3	$23.1K	Hold	769	–	–	﹤0.01%	285
2025 Q2	$32.3K	Hold	769	–	–	0.01%	264
2025 Q1	$24.1K	Sell	769 -31	-4%	-$1.16K	﹤0.01%	243
2024 Q4	$27.7K	Hold	800	–	–	0.01%	241
2024 Q3	$18.4K	Hold	800	–	–	﹤0.01%	248
2024 Q2	$21K	Hold	800	–	–	﹤0.01%	236
2024 Q1	$17.4K	Sell	800 -800	-50%	-$17K	﹤0.01%	267
2023 Q4	$33.2K	Buy	1,600 +800	+100%	+$13.7K	0.01%	191
2023 Q3	$12.1K	Buy	+800	New	+$11.9K	﹤0.01%	207

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

Fortis Group Advisors's KD Position: Q2 2026 in Review

Fortis Group Advisors reduced its Kyndryl (KD) stake by 10% in Q2 2026, selling an estimated $997 and leaving 689 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Fortis Group Advisors first reported a position in KD in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.2K in Q4 2023. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Fortis Group Advisors held 689 shares of Kyndryl worth $7.79K as of Q2 2026.
Fortis Group Advisors sold 80 Kyndryl shares in Q2 2026, an estimated $997.
Kyndryl made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #409 holding.
Fortis Group Advisors first reported a position in Kyndryl in Q3 2023 and has held it in 12 quarters since.
Fortis Group Advisors's Kyndryl position peaked at $33.2K in Q4 2023.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

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