Mascoma Wealth Management’s Kyndryl KD Stock Holding History

Mascoma Wealth 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 Q1	$144	Hold	11	–	–	﹤0.01%	509
2025 Q4	$292	Sell	11 -10	-48%	-$271	﹤0.01%	490
2025 Q3	$631	Hold	21	–	–	﹤0.01%	447
2025 Q2	$881	Hold	21	–	–	﹤0.01%	451
2025 Q1	$659	Hold	21	–	–	﹤0.01%	479
2024 Q4	$727	Hold	21	–	–	﹤0.01%	496
2024 Q3	$483	Hold	21	–	–	﹤0.01%	447
2024 Q2	$553	Sell	21 -189	-90%	-$4.53K	﹤0.01%	480
2024 Q1	$4.57K	Hold	210	–	–	﹤0.01%	389
2023 Q4	$4.36K	Hold	210	–	–	﹤0.01%	402
2023 Q3	$3.17K	Hold	210	–	–	﹤0.01%	439
2023 Q2	$3.1K	Sell	210 -160	-43%	-$2.17K	﹤0.01%	430
2023 Q1	$5.35K	Hold	370	–	–	﹤0.01%	473
2022 Q4	$4.11K	Sell	370 -30	-8%	-$302	﹤0.01%	509
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	533
2022 Q2	$4K	Sell	400 -65	-14%	-$756	﹤0.01%	520
2022 Q1	$6K	Sell	465 -78	-14%	-$1.17K	﹤0.01%	490
2021 Q4	$10K	Buy	+543	New	+$11.7K	﹤0.01%	404

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