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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's KD Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Kyndryl (KD) stake by 6.3% in Q2 2026, selling an estimated $12 and leaving 15 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

JFS Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $28K in Q4 2021. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

JFS Wealth Advisors held 15 shares of Kyndryl worth $170 as of Q2 2026.
JFS Wealth Advisors sold 1 Kyndryl share in Q2 2026, an estimated $12.
Kyndryl made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2174 holding.
JFS Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Kyndryl position peaked at $28K in Q4 2021.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.