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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
Q2 		$2.81K Sell
248
-14
-5% -$174 ﹤0.01% 2408
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 $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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's KD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Kyndryl (KD) stake by 5.3% in Q2 2026, selling an estimated $174 and leaving 248 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Pinnacle Wealth Planning Services first reported a position in KD in Q2 2024 and has held it in 4 quarters since. The position peaked at $205K in Q2 2024. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 248 shares of Kyndryl worth $2.81K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14 Kyndryl shares in Q2 2026, an estimated $174.
  • Kyndryl made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2408 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kyndryl in Q2 2024 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Kyndryl position peaked at $205K in Q2 2024.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.