Planning Strategies
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Planning Strategies’s Kyndryl KD Stock Holding History

Planning Strategies’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
Q3 		$12.1K Sell
1,077
-8
-0.7% -$102 0.01% 309
2026
Q2 		$12.3K Buy
+1,085
New +$13.5K 0.01% 302

Other funds holding KD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Planning Strategies's KD Position: Q3 2026 in Review

Planning Strategies reduced its Kyndryl (KD) stake by 0.74% in Q3 2026, selling an estimated $102 and leaving 1,077 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #309.

Planning Strategies first reported a position in KD in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.3K in Q2 2026. 543 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Planning Strategies held 1,077 shares of Kyndryl worth $12.1K as of Q3 2026.
  • Planning Strategies sold 8 Kyndryl shares in Q3 2026, an estimated $102.
  • Kyndryl made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #309 holding.
  • Planning Strategies first reported a position in Kyndryl in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Kyndryl position peaked at $12.3K in Q2 2026.
  • 543 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.