Physician Wealth Advisors’s Kyndryl KD Stock Holding History

Physician 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
2026 Q2	$396	Buy	35 +31	+775%	+$386	﹤0.01%	2236
2026 Q1	$53	Sell	4 -19	-83%	-$334	﹤0.01%	2044
2025 Q4	$611	Buy	23 +1	+5%	+$27	﹤0.01%	1781
2025 Q3	$661	Buy	22 +18	+450%	+$618	﹤0.01%	1745
2025 Q2	$168	Hold	4	–	–	﹤0.01%	1772
2025 Q1	$126	Hold	4	–	–	﹤0.01%	1407
2024 Q4	$139	Buy	+4	New	+$116	﹤0.01%	1125

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's KD Position: Q2 2026 in Review

Physician Wealth Advisors increased its Kyndryl (KD) stake by 775% in Q2 2026, buying an estimated $386 and bringing the position to 35 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Physician Wealth Advisors first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $661 in Q3 2025. 102 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Physician Wealth Advisors held 35 shares of Kyndryl worth $396 as of Q2 2026.
Physician Wealth Advisors bought 31 Kyndryl shares in Q2 2026, an estimated $386.
Kyndryl made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2236 holding.
Physician Wealth Advisors first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Kyndryl position peaked at $661 in Q3 2025.
102 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.