LPL Financial

LPL Financial’s Kyndryl KD Stock Holding History

LPL 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 Q1	$2.83M	Sell	215,891 -2,530	-1%	-$44.5K	﹤0.01%	3180
2025 Q4	$5.8M	Sell	218,421 -34,359	-14%	-$932K	﹤0.01%	2404
2025 Q3	$7.59M	Buy	252,780 +92,641	+58%	+$3.18M	﹤0.01%	2129
2025 Q2	$6.72M	Buy	160,139 +32,152	+25%	+$1.16M	﹤0.01%	2069
2025 Q1	$4.02M	Buy	127,987 +28,481	+29%	+$1.07M	﹤0.01%	2334
2024 Q4	$3.44M	Buy	99,506 +18,198	+22%	+$530K	﹤0.01%	2390
2024 Q3	$1.87M	Sell	81,308 -1,824	-2%	-$44.5K	﹤0.01%	2803
2024 Q2	$2.19M	Sell	83,132 -3,541	-4%	-$84.9K	﹤0.01%	2522
2024 Q1	$1.89M	Buy	86,673 +10,526	+14%	+$224K	﹤0.01%	2582
2023 Q4	$1.58M	Buy	76,147 +4,396	+6%	+$75.1K	﹤0.01%	2636
2023 Q3	$1.08M	Buy	71,751 +979	+1%	+$14.5K	﹤0.01%	2826
2023 Q2	$940K	Buy	70,772 +8,498	+14%	+$115K	﹤0.01%	2886
2023 Q1	$919K	Buy	62,274 +804	+1%	+$11.4K	﹤0.01%	2822
2022 Q4	$684K	Sell	61,470 -4,550	-7%	-$45.8K	﹤0.01%	2979
2022 Q3	$546K	Sell	66,020 -8,687	-12%	-$90.3K	﹤0.01%	3072
2022 Q2	$731K	Buy	+74,707	New	+$869K	﹤0.01%	2856

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

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

Neuberger Berman Group

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Dimensional Fund Advisors

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

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