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 Q3	$135	Buy	12 +1	+9%	+$13	﹤0.01%	546
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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Mascoma Wealth Management's KD Position: Q3 2026 in Review

Mascoma Wealth Management increased its Kyndryl (KD) stake by 9.1% in Q3 2026, buying an estimated $13 and bringing the position to 12 shares worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Mascoma Wealth Management first reported a position in KD in Q4 2021 and has held it in 20 quarters since. The position peaked at $10K in Q4 2021. 143 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Mascoma Wealth Management held 12 shares of Kyndryl worth $135 as of Q3 2026.
Mascoma Wealth Management bought 1 Kyndryl share in Q3 2026, an estimated $13.
Kyndryl made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #546 holding.
Mascoma Wealth Management first reported a position in Kyndryl in Q4 2021 and has held it in 20 quarters since.
Mascoma Wealth Management's Kyndryl position peaked at $10K in Q4 2021.
143 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.