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Plante Moran Financial Advisors’s Kyndryl KD Stock Holding History

Plante Moran Financial 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 		$724 Sell
64
-80
-56% -$997 ﹤0.01% 999
2026
Q1 		$1.89K Sell
144
-160
-53% -$2.82K ﹤0.01% 641
2025
Q4 		$8.07K Sell
304
-7
-2% -$190 ﹤0.01% 592
2025
Q3 		$9.34K Sell
311
-13
-4% -$447 ﹤0.01% 554
2025
Q2 		$13.6K Hold
324
– – ﹤0.01% 523
2025
Q1 		$10.2K Hold
324
– – ﹤0.01% 567
2024
Q4 		$11.2K Sell
324
-202
-38% -$5.88K ﹤0.01% 560
2024
Q3 		$12.1K Buy
526
+202
+62% +$4.93K ﹤0.01% 589
2024
Q2 		$8.52K Sell
324
-21
-6% -$503 ﹤0.01% 595
2024
Q1 		$7.51K Buy
345
+120
+53% +$2.55K ﹤0.01% 642
2023
Q4 		$4.68K Buy
225
+1
+0.4% +$17 ﹤0.01% 648
2023
Q3 		$3.38K Buy
224
+20
+10% +$297 ﹤0.01% 632
2023
Q2 		$2.71K Sell
204
-7
-3% -$95 ﹤0.01% 671
2023
Q1 		$3.11K Sell
211
-123
-37% -$1.75K ﹤0.01% 679
2022
Q4 		$3.71K Buy
334
+130
+64% +$1.31K ﹤0.01% 702
2022
Q3 		$2K Sell
204
-273
-57% -$2.84K ﹤0.01% 789
2022
Q2 		$5K Sell
477
-96
-17% -$1.12K ﹤0.01% 717
2022
Q1 		$8K Sell
573
-145
-20% -$2.18K ﹤0.01% 623
2021
Q4 		$13K Buy
+718
New +$15.5K ﹤0.01% 637

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Plante Moran Financial Advisors's KD Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Kyndryl (KD) stake by 56% in Q2 2026, selling an estimated $997 and leaving 64 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Plante Moran Financial Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.6K in Q2 2025. 357 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Plante Moran Financial Advisors held 64 shares of Kyndryl worth $724 as of Q2 2026.
  • Plante Moran Financial Advisors sold 80 Kyndryl shares in Q2 2026, an estimated $997.
  • Kyndryl made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #999 holding.
  • Plante Moran Financial Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Plante Moran Financial Advisors's Kyndryl position peaked at $13.6K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.