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FSC Wealth Advisors’s Kyndryl KD Stock Holding History

FSC Wealth 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
2025
Q2 		– Sell
-274
Closed -$8.6K – 165
2025
Q1 		$8.6K Buy
274
+28
+11% +$1.05K 0.01% 206
2024
Q4 		$8.51K Buy
246
+206
+515% +$6K 0.01% 208
2024
Q3 		$919 Hold
40
– – ﹤0.01% 272
2024
Q2 		$1.05K Hold
40
– – ﹤0.01% 275
2024
Q1 		$870 Hold
40
– – ﹤0.01% 248
2023
Q4 		$831 Hold
40
– – ﹤0.01% 275
2023
Q3 		$604 Hold
40
– – ﹤0.01% 223
2023
Q2 		$531 Hold
40
– – ﹤0.01% 183
2023
Q1 		$590 Hold
40
– – ﹤0.01% 164
2022
Q4 		$445 Hold
40
– – ﹤0.01% 147
2022
Q3 		$0 Hold
40
– – ﹤0.01% 203
2022
Q2 		$0 Hold
40
– – ﹤0.01% 210
2022
Q1 		$1K Sell
40
-25
-38% -$376 ﹤0.01% 164
2021
Q4 		$1K Buy
+65
New +$1.4K ﹤0.01% 170

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

FSC Wealth Advisors's KD Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Kyndryl (KD) in Q2 2025, closing a stake of 274 shares — an estimated $8.6K sold.

FSC Wealth Advisors first reported a position in KD in Q4 2021 and held it in 14 quarters. The position peaked at $8.6K in Q1 2025. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 274 Kyndryl shares in Q2 2025, an estimated $8.6K.
  • FSC Wealth Advisors first reported a position in Kyndryl in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's Kyndryl position peaked at $8.6K in Q1 2025.
  • 735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.