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Private Wealth Management Group’s Kyndryl KD Stock Holding History

Private 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
Q2 		$1.04K Sell
92
-23
-20% -$287 ﹤0.01% 1298
2026
Q1 		$1.51K Sell
115
-253
-69% -$4.45K ﹤0.01% 1162
2025
Q4 		$9.78K Hold
368
– – ﹤0.01% 520
2025
Q3 		$11.1K Hold
368
– – ﹤0.01% 477
2025
Q2 		$15.4K Buy
368
+23
+7% +$832 0.01% 371
2025
Q1 		$10.8K Sell
345
-114
-25% -$4.27K ﹤0.01% 442
2024
Q4 		$15.9K Buy
459
+114
+33% +$3.32K 0.01% 367
2024
Q3 		$7.93K Hold
345
– – ﹤0.01% 534
2024
Q2 		$9.08K Buy
345
+30
+10% +$719 ﹤0.01% 468
2024
Q1 		$6.86K Sell
315
-12
-4% -$255 ﹤0.01% 525
2023
Q4 		$6.8K Buy
+327
New +$5.59K ﹤0.01% 517

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's KD Position: Q2 2026 in Review

Private Wealth Management Group reduced its Kyndryl (KD) stake by 20% in Q2 2026, selling an estimated $287 and leaving 92 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Private Wealth Management Group first reported a position in KD in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9K in Q4 2024. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Private Wealth Management Group held 92 shares of Kyndryl worth $1.04K as of Q2 2026.
  • Private Wealth Management Group sold 23 Kyndryl shares in Q2 2026, an estimated $287.
  • Kyndryl made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1298 holding.
  • Private Wealth Management Group first reported a position in Kyndryl in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Kyndryl position peaked at $15.9K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.