Greenleaf Trust’s Kyndryl KD Stock Holding History

Greenleaf Trust’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 Q1	–	Sell	-8,539	Closed	-$227K	–	834
2025 Q4	$227K	Sell	8,539 -151	-2%	-$4.09K	﹤0.01%	755
2025 Q3	$261K	Sell	8,690 -376	-4%	-$12.9K	﹤0.01%	697
2025 Q2	$380K	Buy	9,066 +58	+0.6%	+$2.1K	﹤0.01%	561
2025 Q1	$283K	Buy	9,008 +450	+5%	+$16.9K	﹤0.01%	664
2024 Q4	$296K	Buy	+8,558	New	+$249K	﹤0.01%	654
2024 Q3	–	Sell	-8,805	Closed	-$232K	–	839
2024 Q2	$232K	Buy	+8,805	New	+$211K	﹤0.01%	708
2023 Q1	–	Sell	-10,398	Closed	-$116K	–	782
2022 Q4	$116K	Buy	+10,398	New	+$105K	﹤0.01%	720

Other funds holding KD

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Greenleaf Trust's KD Position: Q1 2026 in Review

Greenleaf Trust sold out of Kyndryl (KD) in Q1 2026, closing a stake of 8,539 shares — an estimated $227K sold.

Greenleaf Trust first reported a position in KD in Q4 2022 and held it in 7 quarters. The position peaked at $380K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Greenleaf Trust reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Greenleaf Trust sold 8,539 Kyndryl shares in Q1 2026, an estimated $227K.
Greenleaf Trust first reported a position in Kyndryl in Q4 2022 and held it in 7 quarters.
Greenleaf Trust's Kyndryl position peaked at $380K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.