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 Q2	$124	Hold	11	–	–	﹤0.01%	597
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 $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

Mascoma Wealth Management's KD Position: Q2 2026 in Review

Mascoma Wealth Management held its Kyndryl (KD) position steady in Q2 2026 at 11 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Mascoma Wealth Management first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2021. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Mascoma Wealth Management held 11 shares of Kyndryl worth $124 as of Q2 2026.
Mascoma Wealth Management left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #597 holding.
Mascoma Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
Mascoma Wealth Management's Kyndryl position peaked at $10K in Q4 2021.
673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.