Marshall & Sterling Wealth Advisors’s Kyndryl KD Stock Holding History

Marshall & Sterling Wealth Advisors’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	$9.88K	Hold	874	–	–	0.01%	242
2026 Q1	$11.5K	Hold	874	–	–	0.01%	229
2025 Q4	$23.2K	Hold	874	–	–	0.02%	187
2025 Q3	$26.2K	Hold	874	–	–	0.02%	246
2025 Q2	$36.7K	Hold	874	–	–	0.02%	196
2025 Q1	$27.4K	Hold	874	–	–	0.02%	226
2024 Q4	$30.2K	Buy	+874	New	+$25.4K	0.02%	171

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Kyndryl (KD) position steady in Q2 2026 at 874 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #242.

Marshall & Sterling Wealth Advisors first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7K in Q2 2025. 127 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Marshall & Sterling Wealth Advisors held 874 shares of Kyndryl worth $9.88K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #242 holding.
Marshall & Sterling Wealth Advisors first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Kyndryl position peaked at $36.7K in Q2 2025.
127 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.