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Grove Bank & Trust’s Kyndryl KD Stock Holding History

Grove Bank & 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
Q2 		– Sell
-31
Closed -$407 – 906
2026
Q1 		$407 Sell
31
-800
-96% -$14.1K ﹤0.01% 837
2025
Q4 		$22.1K Buy
831
+31
+4% +$841 ﹤0.01% 531
2025
Q3 		$24K Hold
800
– – ﹤0.01% 513
2025
Q2 		$33.6K Hold
800
– – ﹤0.01% 466
2025
Q1 		$25.1K Hold
800
– – ﹤0.01% 492
2024
Q4 		$27.7K Hold
800
– – ﹤0.01% 425
2024
Q3 		$18.4K Hold
800
– – ﹤0.01% 448
2024
Q2 		$21K Hold
800
– – ﹤0.01% 429
2024
Q1 		$17.4K Sell
800
-3
-0.4% -$64 ﹤0.01% 457
2023
Q4 		$16.7K Sell
803
-20
-2% -$342 ﹤0.01% 446
2023
Q3 		$12.4K Sell
823
-9
-1% -$133 ﹤0.01% 498
2023
Q2 		$11K Sell
832
-43
-5% -$582 ﹤0.01% 501
2023
Q1 		$12.9K Sell
875
-32
-4% -$454 ﹤0.01% 494
2022
Q4 		$10K Buy
+907
New +$9.12K ﹤0.01% 497

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return