Principia Wealth Advisory’s Kyndryl KD Stock Holding History

Principia Wealth Advisory’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
2025 Q3	–	Sell	-8	Closed	-$336	–	995
2025 Q2	$336	Buy	8 +7	+700%	+$253	﹤0.01%	828
2025 Q1	$31	Buy	+1	New	+$37	﹤0.01%	848

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principia Wealth Advisory's KD Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Kyndryl (KD) in Q3 2025, closing a stake of 8 shares — an estimated $336 sold.

Principia Wealth Advisory first reported a position in KD in Q1 2025 and held it in 2 quarters. The position peaked at $336 in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

Principia Wealth Advisory reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
Principia Wealth Advisory sold 8 Kyndryl shares in Q3 2025, an estimated $336.
Principia Wealth Advisory first reported a position in Kyndryl in Q1 2025 and held it in 2 quarters.
Principia Wealth Advisory's Kyndryl position peaked at $336 in Q2 2025.
689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.