JFS Wealth Advisors’s Kyndryl KD Stock Holding History

JFS Wealth 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
2026 Q2	$170	Sell	15 -1	-6%	-$12	﹤0.01%	2174
2026 Q1	$210	Sell	16 -189	-92%	-$3.33K	﹤0.01%	1821
2025 Q4	$5.45K	Buy	205 +6	+3%	+$163	﹤0.01%	1205
2025 Q3	$5.98K	Sell	199 -10	-5%	-$343	﹤0.01%	1054
2025 Q2	$8.77K	Sell	209 -3	-1%	-$108	﹤0.01%	904
2025 Q1	$6.66K	Buy	212 +29	+16%	+$1.09K	﹤0.01%	1011
2024 Q4	$6.33K	Sell	183 -25	-12%	-$728	﹤0.01%	1027
2024 Q3	$4.78K	Sell	208 -16	-7%	-$390	﹤0.01%	1135
2024 Q2	$5.89K	Hold	224	–	–	﹤0.01%	999
2024 Q1	$4.88K	Sell	224 -610	-73%	-$13K	﹤0.01%	1109
2023 Q4	$17.3K	Sell	834 -10	-1%	-$171	﹤0.01%	620
2023 Q3	$12.7K	Buy	844 +26	+3%	+$386	﹤0.01%	647
2023 Q2	$10.9K	Sell	818 -109	-12%	-$1.48K	﹤0.01%	706
2023 Q1	$13.7K	Buy	927 +24	+3%	+$341	﹤0.01%	617
2022 Q4	$10K	Buy	903 +620	+219%	+$6.24K	﹤0.01%	714
2022 Q3	$2K	Sell	283 -381	-57%	-$3.96K	﹤0.01%	1342
2022 Q2	$6K	Sell	664 -4	-0.6%	-$47	﹤0.01%	940
2022 Q1	$9K	Sell	668 -859	-56%	-$12.9K	﹤0.01%	829
2021 Q4	$28K	Buy	+1,527	New	+$33K	﹤0.01%	511

Other funds holding KD

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return