PWMG
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Prestige Wealth Management Group’s Kyndryl KD Stock Holding History

Prestige Wealth Management Group’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 		$1.18K Buy
90
+6
+7% +$106 ﹤0.01% 836
2025
Q4 		$2.23K Hold
84
– – ﹤0.01% 735
2025
Q3 		$2.52K Hold
84
– – ﹤0.01% 697
2025
Q2 		$3.53K Hold
84
– – ﹤0.01% 628
2025
Q1 		$2.64K Hold
84
– – ﹤0.01% 690
2024
Q4 		$2.91K Hold
84
– – ﹤0.01% 707
2024
Q3 		$1.93K Hold
84
– – ﹤0.01% 776
2024
Q2 		$2.21K Hold
84
– – ﹤0.01% 695
2024
Q1 		$1.83K Hold
84
– – ﹤0.01% 768
2023
Q4 		$1.75K Sell
84
-20
-19% -$342 ﹤0.01% 773
2023
Q3 		$1.57K Sell
104
-18
-15% -$267 ﹤0.01% 790
2023
Q2 		$1.62K Hold
122
– – ﹤0.01% 809
2023
Q1 		$1.8K Hold
122
– – ﹤0.01% 766
2022
Q4 		$1.36K Hold
122
– – ﹤0.01% 909
2022
Q3 		$1K Hold
122
– – ﹤0.01% 862
2022
Q2 		$1K Buy
122
+44
+56% +$512 ﹤0.01% 875
2022
Q1 		$1K Sell
78
-13
-14% -$196 ﹤0.01% 888
2021
Q4 		$1K Buy
+91
New +$1.96K ﹤0.01% 913

Other funds holding KD

BlackRock
BlackRock New York $5.7T 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