Merit Financial Group
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Merit Financial Group’s Kyndryl KD Stock Holding History

Merit Financial Group’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 		$537K Sell
47,703
-828
-2% -$10.5K ﹤0.01% 1529
2026
Q2 		$549K Buy
48,531
+21,852
+82% +$272K ﹤0.01% 1449
2026
Q1 		$350K Buy
26,679
+3,901
+17% +$68.7K ﹤0.01% 1575
2025
Q4 		$605K Sell
22,778
-2,357
-9% -$63.9K ﹤0.01% 1191
2025
Q3 		$755K Buy
25,135
+14,660
+140% +$504K 0.01% 982
2025
Q2 		$440K Sell
10,475
-946
-8% -$34.2K ﹤0.01% 1160
2025
Q1 		$359K Buy
11,421
+1,963
+21% +$73.6K 0.01% 1063
2024
Q4 		$327K Buy
+9,458
New +$275K 0.01% 894

Other funds holding KD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Merit Financial Group's KD Position: Q3 2026 in Review

Merit Financial Group reduced its Kyndryl (KD) stake by 1.7% in Q3 2026, selling an estimated $10.5K and leaving 47,703 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Merit Financial Group first reported a position in KD in Q4 2024 and has held it in 8 quarters since. The position peaked at $755K in Q3 2025. 543 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Merit Financial Group held 47,703 shares of Kyndryl worth $537K as of Q3 2026.
  • Merit Financial Group sold 828 Kyndryl shares in Q3 2026, an estimated $10.5K.
  • Kyndryl made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1529 holding.
  • Merit Financial Group first reported a position in Kyndryl in Q4 2024 and has held it in 8 quarters since.
  • Merit Financial Group's Kyndryl position peaked at $755K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.