IWC
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Integrated Wealth Concepts’s Kyndryl KD Stock Holding History

Integrated Wealth Concepts’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 		$355K Sell
31,372
-1,857
-6% -$23.1K ﹤0.01% 1877
2026
Q1 		$436K Buy
+33,229
New +$585K ﹤0.01% 1622
2025
Q4 		– Sell
-14,945
Closed -$449K – 1861
2025
Q3 		$449K Buy
14,945
+4,801
+47% +$165K ﹤0.01% 1413
2025
Q2 		$426K Buy
10,144
+2,119
+26% +$76.6K ﹤0.01% 1365
2025
Q1 		$252K Buy
8,025
+1,093
+16% +$41K ﹤0.01% 1503
2024
Q4 		$240K Buy
+6,932
New +$202K ﹤0.01% 1505

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's KD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Kyndryl (KD) stake by 5.6% in Q2 2026, selling an estimated $23.1K and leaving 31,372 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Integrated Wealth Concepts first reported a position in KD in Q4 2024 and has held it in 6 quarters since. The position peaked at $449K in Q3 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Integrated Wealth Concepts held 31,372 shares of Kyndryl worth $355K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,857 Kyndryl shares in Q2 2026, an estimated $23.1K.
  • Kyndryl made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1877 holding.
  • Integrated Wealth Concepts first reported a position in Kyndryl in Q4 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's Kyndryl position peaked at $449K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.