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Kelleher Financial Advisors’s Kyndryl KD Stock Holding History

Kelleher Financial 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 		$3.94K Buy
348
+113
+48% +$1.41K ﹤0.01% 696
2026
Q1 		$9.31K Hold
235
– – ﹤0.01% 544
2025
Q4 		$6.24K Hold
235
– – ﹤0.01% 612
2025
Q3 		$7.06K Buy
+235
New +$8.07K ﹤0.01% 533

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

Kelleher Financial Advisors's KD Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Kyndryl (KD) stake by 48% in Q2 2026, buying an estimated $1.41K and bringing the position to 348 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Kelleher Financial Advisors first reported a position in KD in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.31K in Q1 2026. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Kelleher Financial Advisors held 348 shares of Kyndryl worth $3.94K as of Q2 2026.
  • Kelleher Financial Advisors bought 113 Kyndryl shares in Q2 2026, an estimated $1.41K.
  • Kyndryl made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #696 holding.
  • Kelleher Financial Advisors first reported a position in Kyndryl in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's Kyndryl position peaked at $9.31K in Q1 2026.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.