HWM
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HighMark Wealth Management’s Kyndryl KD Stock Holding History

HighMark 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
Q1 		$78 Hold
6
– – ﹤0.01% 543
2025
Q4 		$159 Hold
6
– – ﹤0.01% 569
2025
Q3 		$180 Hold
6
– – ﹤0.01% 587
2025
Q2 		$252 Buy
+6
New +$217 ﹤0.01% 581
2024
Q4 		– Sell
-6
Closed -$138 – 596
2024
Q3 		$138 Hold
6
– – ﹤0.01% 573
2024
Q2 		$158 Buy
6
+4
+200% +$96 ﹤0.01% 570
2024
Q1 		$44 Hold
2
– – ﹤0.01% 560
2023
Q4 		$42 Hold
2
– – ﹤0.01% 572
2023
Q3 		$30 Hold
2
– – ﹤0.01% 564
2023
Q2 		$27 Hold
2
– – ﹤0.01% 560
2023
Q1 		$30 Hold
2
– – ﹤0.01% 601
2022
Q4 		$22 Hold
2
– – ﹤0.01% 540
2022
Q3 		$0 Hold
2
– – ﹤0.01% 541
2022
Q2 		$0 Hold
2
– – ﹤0.01% 527
2022
Q1 		$0 Hold
2
– – ﹤0.01% 527
2021
Q4 		$0 Buy
+2
New +$43 ﹤0.01% 512

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return