Mark Sheptoff Financial Planning’s Kyndryl KD Stock Holding History

Mark Sheptoff Financial Planning’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	$204	Hold	18	–	–	﹤0.01%	508
2026 Q1	$265	Buy	18 +13	+260%	+$229	﹤0.01%	501
2025 Q4	$133	Hold	5	–	–	﹤0.01%	501
2025 Q3	$150	Hold	5	–	–	﹤0.01%	477
2025 Q2	$210	Hold	5	–	–	﹤0.01%	507
2025 Q1	$157	Hold	5	–	–	﹤0.01%	440
2024 Q4	$173	Hold	5	–	–	﹤0.01%	426
2024 Q3	$115	Hold	5	–	–	﹤0.01%	423
2024 Q2	$132	Hold	5	–	–	﹤0.01%	422
2024 Q1	$109	Hold	5	–	–	﹤0.01%	394
2023 Q4	$104	Hold	5	–	–	﹤0.01%	389
2023 Q3	$76	Hold	5	–	–	﹤0.01%	375
2023 Q2	$66	Sell	5 -92	-95%	-$1.25K	﹤0.01%	388
2023 Q1	$1.43K	Hold	97	–	–	﹤0.01%	355
2022 Q4	$1.08K	Buy	97 +92	+1,840%	+$926	﹤0.01%	364
2022 Q3	$0	Buy	+5	New	+$52	﹤0.01%	382

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's KD Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Kyndryl (KD) position steady in Q2 2026 at 18 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Mark Sheptoff Financial Planning first reported a position in KD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.43K in Q1 2023. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Mark Sheptoff Financial Planning held 18 shares of Kyndryl worth $204 as of Q2 2026.
Mark Sheptoff Financial Planning left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #508 holding.
Mark Sheptoff Financial Planning first reported a position in Kyndryl in Q3 2022 and has held it in 16 quarters since.
Mark Sheptoff Financial Planning's Kyndryl position peaked at $1.43K in Q1 2023.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.