Global Financial Private Client’s Kyndryl KD Stock Holding History

Global Financial Private Client’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	-242	Closed	-$7.6K	–	930
2025 Q1	$7.6K	Buy	242 +31	+15%	+$1.16K	﹤0.01%	624
2024 Q4	$7.3K	Buy	211 +11	+6%	+$320	﹤0.01%	600
2024 Q3	$4.6K	Hold	200	–	–	﹤0.01%	649
2024 Q2	$5.26K	Hold	200	–	–	﹤0.01%	503
2024 Q1	$4.31K	Hold	200	–	–	﹤0.01%	528
2023 Q4	$4.16K	Sell	200 -100	-33%	-$1.71K	﹤0.01%	531
2023 Q3	$4.52K	Hold	300	–	–	﹤0.01%	508
2023 Q2	$3.97K	Hold	300	–	–	﹤0.01%	515
2023 Q1	$4.43K	Hold	300	–	–	﹤0.01%	514
2022 Q4	$3.34K	Hold	300	–	–	﹤0.01%	521
2022 Q3	$2.5K	Hold	300	–	–	﹤0.01%	514
2022 Q2	$3.01K	Sell	300 -21	-7%	-$244	﹤0.01%	485
2022 Q1	$4.26K	Hold	321	–	–	﹤0.01%	476
2021 Q4	$5.81K	Buy	+321	New	+$6.93K	﹤0.01%	442

Other funds holding KD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Global Financial Private Client's KD Position: Q2 2025 in Review

Global Financial Private Client sold out of Kyndryl (KD) in Q2 2025, closing a stake of 242 shares — an estimated $7.6K sold.

Global Financial Private Client first reported a position in KD in Q4 2021 and held it in 14 quarters. The position peaked at $7.6K in Q1 2025. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

Global Financial Private Client reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 242 Kyndryl shares in Q2 2025, an estimated $7.6K.
Global Financial Private Client first reported a position in Kyndryl in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's Kyndryl position peaked at $7.6K in Q1 2025.
735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.