MFG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return