FGA
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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
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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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