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Pension & Wealth Management Advisors’s Kyndryl KD Stock Holding History

Pension & Wealth Management 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
2026
Q1 		– Sell
-20,100
Closed -$534K – 548
2025
Q4 		$534K Buy
+20,100
New +$545K 0.16% 89

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Pension & Wealth Management Advisors's KD Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Kyndryl (KD) in Q1 2026, closing a stake of 20,100 shares — an estimated $534K sold.

Pension & Wealth Management Advisors first reported a position in KD in Q4 2025 and held it in 1 quarter. The position peaked at $534K in Q4 2025. 663 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 20,100 Kyndryl shares in Q1 2026, an estimated $534K.
  • Pension & Wealth Management Advisors first reported a position in Kyndryl in Q4 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Kyndryl position peaked at $534K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.