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 Q3	–	Sell	-26	Closed	-$294	–	543
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

IAG Wealth Partners's KD Position: Q3 2026 in Review

IAG Wealth Partners sold out of Kyndryl (KD) in Q3 2026, closing a stake of 26 shares — an estimated $294 sold.

IAG Wealth Partners first reported a position in KD in Q1 2023 and held it in 2 quarters. The position peaked at $295 in Q1 2023. 334 funds tracked by Wall St. Rank hold KD as of Q3 2026.

IAG Wealth Partners reported no remaining Kyndryl position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 26 Kyndryl shares in Q3 2026, an estimated $294.
IAG Wealth Partners first reported a position in Kyndryl in Q1 2023 and held it in 2 quarters.
IAG Wealth Partners's Kyndryl position peaked at $295 in Q1 2023.
334 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.