Oppenheimer & Co’s Kyndryl KD Stock Holding History

Oppenheimer & Co’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 Q3	$609K	Sell	54,094 -4,584	-8%	-$58.2K	0.01%	1129
2026 Q2	$664K	Buy	58,678 +40,220	+218%	+$501K	0.01%	1131
2026 Q1	$242K	Sell	18,458 -5,697	-24%	-$100K	﹤0.01%	1483
2025 Q4	$642K	Sell	24,155 -5,499	-19%	-$149K	0.01%	975
2025 Q3	$891K	Buy	29,654 +3,660	+14%	+$126K	0.01%	954
2025 Q2	$1.09M	Buy	+25,994	New	+$940K	0.01%	812
2025 Q1	–	Sell	-8,506	Closed	-$294K	–	1622
2024 Q4	$294K	Buy	+8,506	New	+$248K	﹤0.01%	1274

Other funds holding KD

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Oppenheimer & Co's KD Position: Q3 2026 in Review

Oppenheimer & Co reduced its Kyndryl (KD) stake by 7.8% in Q3 2026, selling an estimated $58.2K and leaving 54,094 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #1129.

Oppenheimer & Co first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 188 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Oppenheimer & Co held 54,094 shares of Kyndryl worth $609K as of Q3 2026.
Oppenheimer & Co sold 4,584 Kyndryl shares in Q3 2026, an estimated $58.2K.
Kyndryl made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1129 holding.
Oppenheimer & Co first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
Oppenheimer & Co's Kyndryl position peaked at $1.09M in Q2 2025.
188 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.