Kestra Advisory Services’s Kyndryl KD Stock Holding History

Kestra Advisory Services’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 Q1	$148K	Buy	11,266 +3,727	+49%	+$65.6K	﹤0.01%	2990
2025 Q4	$200K	Sell	7,539 -963	-11%	-$26.1K	﹤0.01%	2886
2025 Q3	$255K	Buy	8,502 +176	+2%	+$6.04K	﹤0.01%	2572
2025 Q2	$349K	Buy	8,326 +525	+7%	+$19K	﹤0.01%	2240
2025 Q1	$245K	Buy	7,801 +273	+4%	+$10.2K	﹤0.01%	2328
2024 Q4	$260K	Buy	+7,528	New	+$219K	﹤0.01%	2337
2024 Q3	–	Sell	-9,365	Closed	-$246K	–	2656
2024 Q2	$246K	Buy	+9,365	New	+$224K	﹤0.01%	2260
2022 Q4	–	Sell	-13,073	Closed	-$108K	–	2295
2022 Q3	$108K	Sell	13,073 -3,974	-23%	-$41.3K	﹤0.01%	1975
2022 Q2	$167K	Buy	17,047 +4,140	+32%	+$48.2K	﹤0.01%	1922
2022 Q1	$169K	Sell	12,907 -5,280	-29%	-$79.5K	﹤0.01%	1881
2021 Q4	$329K	Buy	+18,187	New	+$393K	﹤0.01%	1554

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Kestra Advisory Services's KD Position: Q1 2026 in Review

Kestra Advisory Services increased its Kyndryl (KD) stake by 49% in Q1 2026, buying an estimated $65.6K and bringing the position to 11,266 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

Kestra Advisory Services first reported a position in KD in Q4 2021 and has held it in 11 quarters since. The position peaked at $349K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Kestra Advisory Services held 11,266 shares of Kyndryl worth $148K as of Q1 2026.
Kestra Advisory Services bought 3,727 Kyndryl shares in Q1 2026, an estimated $65.6K.
Kyndryl made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2990 holding.
Kestra Advisory Services first reported a position in Kyndryl in Q4 2021 and has held it in 11 quarters since.
Kestra Advisory Services's Kyndryl position peaked at $349K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.