Midwest Trust’s Kyndryl KD Stock Holding History

Midwest Trust’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	–	Sell	-8,488	Closed	-$225K	–	606
2025 Q4	$225K	Sell	8,488 -219	-3%	-$5.94K	﹤0.01%	563
2025 Q3	$261K	Sell	8,707 -20	-0.2%	-$687	﹤0.01%	531
2025 Q2	$366K	Buy	+8,727	New	+$316K	0.01%	476

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Midwest Trust's KD Position: Q1 2026 in Review

Midwest Trust sold out of Kyndryl (KD) in Q1 2026, closing a stake of 8,488 shares — an estimated $225K sold.

Midwest Trust first reported a position in KD in Q2 2025 and held it in 3 quarters. The position peaked at $366K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Midwest Trust reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Midwest Trust sold 8,488 Kyndryl shares in Q1 2026, an estimated $225K.
Midwest Trust first reported a position in Kyndryl in Q2 2025 and held it in 3 quarters.
Midwest Trust's Kyndryl position peaked at $366K in Q2 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.