Krilogy Financial
KD icon

Krilogy Financial’s Kyndryl KD Stock Holding History

Krilogy Financial’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 		– Sell
-11,234
Closed -$127K – 1136
2026
Q2 		$127K Sell
11,234
-779
-6% -$9.7K ﹤0.01% 997
2026
Q1 		$167K Sell
12,013
-748
-6% -$13.2K 0.01% 914
2025
Q4 		$312K Buy
12,761
+3,131
+33% +$84.9K 0.01% 713
2025
Q3 		$252K Buy
+9,630
New +$331K 0.01% 746

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Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Beau Ventures, LLc
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Krilogy Financial's KD Position: Q3 2026 in Review

Krilogy Financial sold out of Kyndryl (KD) in Q3 2026, closing a stake of 11,234 shares — an estimated $127K sold.

Krilogy Financial first reported a position in KD in Q3 2025 and held it in 4 quarters. The position peaked at $312K in Q4 2025. 143 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Krilogy Financial reported no remaining Kyndryl position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 11,234 Kyndryl shares in Q3 2026, an estimated $127K.
  • Krilogy Financial first reported a position in Kyndryl in Q3 2025 and held it in 4 quarters.
  • Krilogy Financial's Kyndryl position peaked at $312K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.