Marquette Asset Management’s Kyndryl KD Stock Holding History

Marquette Asset Management’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	$1.48K	Hold	131	–	–	﹤0.01%	596
2026 Q2	$1.48K	Hold	131	–	–	﹤0.01%	673
2026 Q1	$1.72K	Buy	131 +73	+126%	+$1.28K	﹤0.01%	578
2025 Q4	$1.54K	Sell	58 -3	-5%	-$81	﹤0.01%	522
2025 Q3	$1.83K	Buy	+61	New	+$2.1K	﹤0.01%	565
2023 Q4	–	Sell	-21	Closed	-$318	–	243
2023 Q3	$318	Sell	21 -80	-79%	-$1.19K	﹤0.01%	282
2023 Q2	$1.34K	Hold	101	–	–	﹤0.01%	290
2023 Q1	$1.49K	Sell	101 -110	-52%	-$1.56K	﹤0.01%	203
2022 Q4	$2.35K	Buy	211 +37	+21%	+$372	﹤0.01%	204
2022 Q3	$1K	Hold	174	–	–	﹤0.01%	227
2022 Q2	$2K	Hold	174	–	–	﹤0.01%	230
2022 Q1	$2K	Buy	174 +110	+172%	+$1.66K	﹤0.01%	261
2021 Q4	$1K	Buy	+64	New	+$1.38K	﹤0.01%	257

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Marquette Asset Management's KD Position: Q3 2026 in Review

Marquette Asset Management held its Kyndryl (KD) position steady in Q3 2026 at 131 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Marquette Asset Management first reported a position in KD in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.35K in Q4 2022. 26 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Marquette Asset Management held 131 shares of Kyndryl worth $1.48K as of Q3 2026.
Marquette Asset Management left its Kyndryl share count unchanged in Q3 2026.
Kyndryl made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #596 holding.
Marquette Asset Management first reported a position in Kyndryl in Q4 2021 and has held it in 13 quarters since.
Marquette Asset Management's Kyndryl position peaked at $2.35K in Q4 2022.
26 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.