Key Financial Inc’s Kyndryl KD Stock Holding History

Key Financial Inc’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 Q3	$3K	Hold	266	–	–	﹤0.01%	1069
2026 Q2	$3.01K	Hold	266	–	–	﹤0.01%	1100
2026 Q1	$3.49K	Sell	266 -136	-34%	-$2.39K	﹤0.01%	1101
2025 Q4	$10.7K	Hold	402	–	–	﹤0.01%	872
2025 Q3	$12.1K	Buy	402 +77	+24%	+$2.64K	﹤0.01%	835
2025 Q2	$13.6K	Hold	325	–	–	﹤0.01%	772
2025 Q1	$10.2K	Hold	325	–	–	﹤0.01%	809
2024 Q4	$11.2K	Sell	325 -95	-23%	-$2.76K	﹤0.01%	795
2024 Q3	$9.7K	Hold	420	–	–	﹤0.01%	810
2024 Q2	$11K	Hold	420	–	–	﹤0.01%	747
2024 Q1	$9.14K	Hold	420	–	–	﹤0.01%	786
2023 Q4	$8.73K	Sell	420 -1	-0.2%	-$17	﹤0.01%	776
2023 Q3	$6.36K	Hold	421	–	–	﹤0.01%	837
2023 Q2	$5.59K	Hold	421	–	–	﹤0.01%	894
2023 Q1	$6.21K	Buy	421 +20	+5%	+$284	﹤0.01%	782
2022 Q4	$3.32K	Hold	401	–	–	﹤0.01%	862
2022 Q3	$3K	Buy	401 +6	+2%	+$62	﹤0.01%	894
2022 Q2	$4K	Buy	395 +24	+6%	+$279	﹤0.01%	842
2022 Q1	$5K	Hold	371	–	–	﹤0.01%	793
2021 Q4	$7K	Buy	+371	New	+$8.01K	﹤0.01%	654

Other funds holding KD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Key Financial Inc's KD Position: Q3 2026 in Review

Key Financial Inc held its Kyndryl (KD) position steady in Q3 2026 at 266 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Key Financial Inc first reported a position in KD in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.6K in Q2 2025. 310 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Key Financial Inc held 266 shares of Kyndryl worth $3K as of Q3 2026.
Key Financial Inc left its Kyndryl share count unchanged in Q3 2026.
Kyndryl made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1069 holding.
Key Financial Inc first reported a position in Kyndryl in Q4 2021 and has held it in 20 quarters since.
Key Financial Inc's Kyndryl position peaked at $13.6K in Q2 2025.
310 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.