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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Merit Financial Group's KD Position: Q2 2026 in Review

Merit Financial Group increased its Kyndryl (KD) stake by 82% in Q2 2026, buying an estimated $272K and bringing the position to 48,531 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Merit Financial Group first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $755K in Q3 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Merit Financial Group held 48,531 shares of Kyndryl worth $549K as of Q2 2026.
  • Merit Financial Group bought 21,852 Kyndryl shares in Q2 2026, an estimated $272K.
  • Kyndryl made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1449 holding.
  • Merit Financial Group first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Kyndryl position peaked at $755K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.