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Pinnacle Wealth Planning Services’s Kyndryl KD Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.44K Buy
262
+70
+36% +$1.23K ﹤0.01% 2341
2025
Q4 		$5.1K Buy
+192
New +$5.21K ﹤0.01% 2273
2024
Q3 		– Sell
-7,784
Closed -$205K – 545
2024
Q2 		$205K Buy
+7,784
New +$187K 0.03% 421

Other funds holding KD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Pinnacle Wealth Planning Services's KD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Kyndryl (KD) stake by 36% in Q1 2026, buying an estimated $1.23K and bringing the position to 262 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Pinnacle Wealth Planning Services first reported a position in KD in Q2 2024 and has held it in 3 quarters since. The position peaked at $205K in Q2 2024. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 262 shares of Kyndryl worth $3.44K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 70 Kyndryl shares in Q1 2026, an estimated $1.23K.
  • Kyndryl made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2341 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kyndryl in Q2 2024 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Kyndryl position peaked at $205K in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.