N.E.W. Advisory Services’s Kyndryl KD Stock Holding History

N.E.W. Advisory Services’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	$939	Hold	83	–	–	﹤0.01%	931
2026 Q1	$1.09K	Buy	83 +40	+93%	+$704	﹤0.01%	868
2025 Q4	$1.14K	Hold	43	–	–	﹤0.01%	842
2025 Q3	$1.29K	Sell	43 -48	-53%	-$1.65K	﹤0.01%	777
2025 Q2	$3.82K	Hold	91	–	–	﹤0.01%	678
2025 Q1	$2.86K	Buy	+91	New	+$3.41K	﹤0.01%	760

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's KD Position: Q2 2026 in Review

N.E.W. Advisory Services held its Kyndryl (KD) position steady in Q2 2026 at 83 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #931.

N.E.W. Advisory Services first reported a position in KD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.82K in Q2 2025. 413 funds tracked by Wall St. Rank hold KD as of Q2 2026.

N.E.W. Advisory Services held 83 shares of Kyndryl worth $939 as of Q2 2026.
N.E.W. Advisory Services left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #931 holding.
N.E.W. Advisory Services first reported a position in Kyndryl in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Kyndryl position peaked at $3.82K in Q2 2025.
413 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.