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Phocas Financial Corp’s Kyndryl KD Stock Holding History

Phocas Financial Corp’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
-141,023
Closed -$3.75M – 160
2025
Q4 		$3.75M Sell
141,023
-71,489
-34% -$1.94M 0.49% 87
2025
Q3 		$6.38M Buy
212,512
+4,658
+2% +$160K 0.83% 53
2025
Q2 		$8.72M Sell
207,854
-79,364
-28% -$2.87M 1.25% 24
2025
Q1 		$9.02M Sell
287,218
-85,148
-23% -$3.19M 1.38% 15
2024
Q4 		$12.9M Buy
+372,366
New +$10.8M 1.72% 5
2023
Q4 		$5.45M Buy
+262,086
New +$4.48M 0.72% 67

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 $287B AUM 42.33% 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 $2.3T AUM 54.33% 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

Phocas Financial Corp's KD Position: Q1 2026 in Review

Phocas Financial Corp sold out of Kyndryl (KD) in Q1 2026, closing a stake of 141,023 shares — an estimated $3.75M sold.

Phocas Financial Corp first reported a position in KD in Q4 2023 and held it in 6 quarters. The position peaked at $12.9M in Q4 2024. 666 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Phocas Financial Corp reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • Phocas Financial Corp sold 141,023 Kyndryl shares in Q1 2026, an estimated $3.75M.
  • Phocas Financial Corp first reported a position in Kyndryl in Q4 2023 and held it in 6 quarters.
  • Phocas Financial Corp's Kyndryl position peaked at $12.9M in Q4 2024.
  • 666 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Phocas Financial Corp's 13F filing for Q1 2026, filed 1 May 2026.