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LifeSteps Financial’s Kyndryl KD Stock Holding History

LifeSteps 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
Q2 		$554 Buy
+49
New +$611 ﹤0.01% 754
2024
Q2 		– Sell
-75
Closed -$1.63K – 250
2024
Q1 		$1.63K Buy
+75
New +$1.59K ﹤0.01% 398

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LifeSteps Financial's KD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Kyndryl (KD) in Q2 2026: 49 shares worth $554. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in KD as recently as Q1 2024.

LifeSteps Financial first reported a position in KD in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.63K in Q1 2024. 82 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • LifeSteps Financial held 49 shares of Kyndryl worth $554 as of Q2 2026.
  • Kyndryl was a new LifeSteps Financial position in Q2 2026.
  • Kyndryl made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #754 holding.
  • LifeSteps Financial first reported a position in Kyndryl in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Kyndryl position peaked at $1.63K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.