JWCA
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J.W. Cole Advisors’s Kyndryl KD Stock Holding History

J.W. Cole Advisors’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
2025
Q3 		– Sell
-5,988
Closed -$251K – 1579
2025
Q2 		$251K Buy
+5,988
New +$217K 0.01% 1236
2022
Q3 		– Sell
-14,191
Closed -$139K – 744
2022
Q2 		$139K Sell
14,191
-536
-4% -$6.24K 0.01% 693
2022
Q1 		$193K Buy
+14,727
New +$222K 0.01% 755

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

J.W. Cole Advisors's KD Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Kyndryl (KD) in Q3 2025, closing a stake of 5,988 shares — an estimated $251K sold.

J.W. Cole Advisors first reported a position in KD in Q1 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,988 Kyndryl shares in Q3 2025, an estimated $251K.
  • J.W. Cole Advisors first reported a position in Kyndryl in Q1 2022 and held it in 3 quarters.
  • J.W. Cole Advisors's Kyndryl position peaked at $251K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.