BFC Planning, Inc.’s Kyndryl KD Stock Holding History

BFC Planning, 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 Q2	$601K	Buy	53,105 +50,036	+1,630%	+$624K	0.02%	545
2026 Q1	$40.3K	Buy	3,069 +1,568	+104%	+$27.6K	﹤0.01%	1421
2025 Q4	$39.9K	Sell	1,501 -8	-0.5%	-$217	﹤0.01%	1464
2025 Q3	$45.3K	Buy	1,509 +1,105	+274%	+$38K	﹤0.01%	1229
2025 Q2	$17K	Sell	404 -16	-4%	-$579	﹤0.01%	1567
2025 Q1	$13.2K	Buy	420 +118	+39%	+$4.42K	﹤0.01%	1642
2024 Q4	$10.4K	Buy	+302	New	+$8.79K	﹤0.01%	1745

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 40.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s KD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Kyndryl (KD) stake by 1,630% in Q2 2026, buying an estimated $624K and bringing the position to 53,105 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #545.

BFC Planning, Inc. first reported a position in KD in Q4 2024 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold KD as of Q2 2026.

BFC Planning, Inc. held 53,105 shares of Kyndryl worth $601K as of Q2 2026.
BFC Planning, Inc. bought 50,036 Kyndryl shares in Q2 2026, an estimated $624K.
Kyndryl made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #545 holding.
BFC Planning, Inc. first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.