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 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%	+$2.65K	﹤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%	-$2.77K	﹤0.01%	795
2024 Q3	$9.65K	Hold	420	–	–	﹤0.01%	810
2024 Q2	$11.1K	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

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

Key Financial Inc's KD Position: Q1 2026 in Review

Key Financial Inc reduced its Kyndryl (KD) stake by 34% in Q1 2026, selling an estimated $2.39K and leaving 266 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Key Financial Inc first reported a position in KD in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Key Financial Inc held 266 shares of Kyndryl worth $3.49K as of Q1 2026.
Key Financial Inc sold 136 Kyndryl shares in Q1 2026, an estimated $2.39K.
Kyndryl made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1101 holding.
Key Financial Inc first reported a position in Kyndryl in Q4 2021 and has held it in 18 quarters since.
Key Financial Inc's Kyndryl position peaked at $13.6K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.