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Golden State Wealth Management’s Kyndryl KD Stock Holding History

Golden State Wealth 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
2026
Q2 		$1.71K Sell
151
-25
-14% -$312 ﹤0.01% 1409
2026
Q1 		$2.31K Buy
176
+26
+17% +$458 ﹤0.01% 1327
2025
Q4 		$3.98K Hold
150
– – ﹤0.01% 1276
2025
Q3 		$4.5K Sell
150
-186
-55% -$6.39K ﹤0.01% 1271
2025
Q2 		$14.1K Buy
336
+226
+205% +$8.17K ﹤0.01% 973
2025
Q1 		$3.45K Hold
110
– – ﹤0.01% 1239
2024
Q4 		$3.81K Buy
+110
New +$3.2K ﹤0.01% 1164

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Wealth Management's KD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Kyndryl (KD) stake by 14% in Q2 2026, selling an estimated $312 and leaving 151 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Golden State Wealth Management first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Golden State Wealth Management held 151 shares of Kyndryl worth $1.71K as of Q2 2026.
  • Golden State Wealth Management sold 25 Kyndryl shares in Q2 2026, an estimated $312.
  • Kyndryl made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1409 holding.
  • Golden State Wealth Management first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Kyndryl position peaked at $14.1K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.