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Forum Financial Management’s Kyndryl KD Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-8,109
Closed -$244K – 1038
2025
Q3 		$244K Buy
8,109
+167
+2% +$5.74K ﹤0.01% 852
2025
Q2 		$333K Buy
7,942
+776
+11% +$28.1K 0.01% 617
2025
Q1 		$225K Buy
7,166
+51
+0.7% +$1.91K ﹤0.01% 753
2024
Q4 		$246K Buy
+7,115
New +$207K ﹤0.01% 735

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Forum Financial Management's KD Position: Q4 2025 in Review

Forum Financial Management sold out of Kyndryl (KD) in Q4 2025, closing a stake of 8,109 shares — an estimated $244K sold.

Forum Financial Management first reported a position in KD in Q4 2024 and held it in 4 quarters. The position peaked at $333K in Q2 2025. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Forum Financial Management reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 8,109 Kyndryl shares in Q4 2025, an estimated $244K.
  • Forum Financial Management first reported a position in Kyndryl in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Kyndryl position peaked at $333K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.