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Nvest Wealth Strategies’s Kyndryl KD Stock Holding History

Nvest Wealth Strategies’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 		$227 Hold
20
– – ﹤0.01% 340
2026
Q1 		$263 Hold
20
– – ﹤0.01% 367
2025
Q4 		$532 Buy
+20
New +$542 ﹤0.01% 202

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Bank of New York Mellon
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Nvest Wealth Strategies's KD Position: Q2 2026 in Review

Nvest Wealth Strategies held its Kyndryl (KD) position steady in Q2 2026 at 20 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Nvest Wealth Strategies first reported a position in KD in Q4 2025 and has held it in 3 quarters since. The position peaked at $532 in Q4 2025. 354 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Nvest Wealth Strategies held 20 shares of Kyndryl worth $227 as of Q2 2026.
  • Nvest Wealth Strategies left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #340 holding.
  • Nvest Wealth Strategies first reported a position in Kyndryl in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Kyndryl position peaked at $532 in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.