Pin Oak Investment Advisors’s Kyndryl KD Stock Holding History

Pin Oak Investment 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	$0	Hold	27	–	–	﹤0.01%	505
2025 Q4	$1K	Hold	27	–	–	﹤0.01%	484
2025 Q3	$811	Hold	27	–	–	﹤0.01%	487
2025 Q2	$0	Hold	27	–	–	﹤0.01%	488
2025 Q1	$1K	Hold	27	–	–	﹤0.01%	432
2024 Q4	$1K	Hold	27	–	–	﹤0.01%	454
2024 Q3	$0	Hold	27	–	–	﹤0.01%	486
2024 Q2	$1K	Hold	27	–	–	﹤0.01%	448
2024 Q1	$1K	Hold	27	–	–	﹤0.01%	442
2023 Q4	$1K	Hold	27	–	–	﹤0.01%	447
2023 Q3	$0	Hold	27	–	–	﹤0.01%	474
2023 Q2	$0	Sell	27 -105	-80%	-$1.42K	﹤0.01%	473
2023 Q1	$2K	Sell	132 -20	-13%	-$284	﹤0.01%	398
2022 Q4	$2K	Hold	152	–	–	﹤0.01%	389
2022 Q3	$1K	Hold	152	–	–	﹤0.01%	377
2022 Q2	$1K	Hold	152	–	–	﹤0.01%	392
2022 Q1	$2K	Sell	152 -73	-32%	-$1.1K	﹤0.01%	398
2021 Q4	$4K	Buy	+225	New	+$4.86K	﹤0.01%	375

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return