PCWA
KD icon

Pacific Capital Wealth Advisors’s Kyndryl KD Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-172
Closed -$5.95K – 232
2024
Q4 		$5.95K Hold
172
– – ﹤0.01% 307
2024
Q3 		$3.95K Hold
172
– – ﹤0.01% 357
2024
Q2 		$4.53K Hold
172
– – ﹤0.01% 389
2024
Q1 		$3.74K Hold
172
– – ﹤0.01% 358
2023
Q4 		$3.57K Buy
+172
New +$2.94K ﹤0.01% 266

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Pacific Capital Wealth Advisors's KD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Kyndryl (KD) in Q1 2025, closing a stake of 172 shares — an estimated $5.95K sold.

Pacific Capital Wealth Advisors first reported a position in KD in Q4 2023 and held it in 5 quarters. The position peaked at $5.95K in Q4 2024. 702 funds tracked by Wall St. Rank hold KD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Kyndryl position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 172 Kyndryl shares in Q1 2025, an estimated $5.95K.
  • Pacific Capital Wealth Advisors first reported a position in Kyndryl in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Kyndryl position peaked at $5.95K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.