PWMG
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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
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 $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