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IAG Wealth Partners’s Kyndryl KD Stock Holding History

IAG Wealth Partners’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 		$294 Buy
+26
New +$324 ﹤0.01% 503
2023
Q2 		– Sell
-20
Closed -$295 – 473
2023
Q1 		$295 Buy
+20
New +$284 ﹤0.01% 440

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

IAG Wealth Partners's KD Position: Q2 2026 in Review

IAG Wealth Partners opened a new position in Kyndryl (KD) in Q2 2026: 26 shares worth $294. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in KD as recently as Q1 2023.

IAG Wealth Partners first reported a position in KD in Q1 2023 and has held it in 2 quarters since. The position peaked at $295 in Q1 2023. 675 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • IAG Wealth Partners held 26 shares of Kyndryl worth $294 as of Q2 2026.
  • Kyndryl was a new IAG Wealth Partners position in Q2 2026.
  • Kyndryl made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #503 holding.
  • IAG Wealth Partners first reported a position in Kyndryl in Q1 2023 and has held it in 2 quarters since.
  • IAG Wealth Partners's Kyndryl position peaked at $295 in Q1 2023.
  • 675 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.