Hantz Financial Services’s Kyndryl KD Stock Holding History

Hantz Financial Services’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	$284K	Buy	21,611 +17,538	+431%	+$309K	﹤0.01%	866
2025 Q4	$108K	Buy	4,073 +2,111	+108%	+$57.2K	﹤0.01%	1114
2025 Q3	$59K	Buy	1,962 +495	+34%	+$17K	﹤0.01%	1167
2025 Q2	$62K	Buy	1,467 +767	+110%	+$27.7K	﹤0.01%	894
2025 Q1	$22K	Buy	700 +16	+2%	+$600	﹤0.01%	823
2024 Q4	$24K	Buy	684 +140	+26%	+$4.08K	﹤0.01%	736
2024 Q3	$13K	Sell	544 -3	-0.5%	-$73	﹤0.01%	765
2024 Q2	$14K	Sell	547 -6	-1%	-$144	﹤0.01%	764
2024 Q1	$12K	Hold	553	–	–	﹤0.01%	808
2023 Q4	$11K	Sell	553 -1	-0.2%	-$17	﹤0.01%	790
2023 Q3	$8K	Buy	554 +19	+4%	+$282	﹤0.01%	830
2023 Q2	$7K	Sell	535 -36	-6%	-$487	﹤0.01%	832
2023 Q1	$8K	Buy	571 +14	+3%	+$199	﹤0.01%	813
2022 Q4	$6K	Sell	557 -34	-6%	-$342	﹤0.01%	834
2022 Q3	$5K	Sell	591 -20	-3%	-$208	﹤0.01%	851
2022 Q2	$6K	Sell	611 -45	-7%	-$524	﹤0.01%	817
2022 Q1	$9K	Buy	656 +169	+35%	+$2.54K	﹤0.01%	804
2021 Q4	$9K	Buy	+487	New	+$10.5K	﹤0.01%	704

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

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

Neuberger Berman Group

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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