PlanVest Financial’s Kyndryl KD Stock Holding History

PlanVest Financial’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	$3.31K	Hold	293	–	–	﹤0.01%	491
2026 Q1	$3.84K	Buy	+293	New	+$5.16K	﹤0.01%	450

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PlanVest Financial's KD Position: Q2 2026 in Review

PlanVest Financial held its Kyndryl (KD) position steady in Q2 2026 at 293 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

PlanVest Financial first reported a position in KD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.84K in Q1 2026. 655 funds tracked by Wall St. Rank hold KD as of Q2 2026.

PlanVest Financial held 293 shares of Kyndryl worth $3.31K as of Q2 2026.
PlanVest Financial left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #491 holding.
PlanVest Financial first reported a position in Kyndryl in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Kyndryl position peaked at $3.84K in Q1 2026.
655 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.