Richardson Financial Services’s Kyndryl KD Stock Holding History

Richardson Financial Services’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 Q3	$687	Hold	61	–	–	﹤0.01%	557
2026 Q2	$690	Hold	61	–	–	﹤0.01%	573
2026 Q1	$800	Hold	61	–	–	﹤0.01%	574
2025 Q4	$1.62K	Hold	61	–	–	﹤0.01%	546
2025 Q3	$1.83K	Hold	61	–	–	﹤0.01%	483
2025 Q2	$2.56K	Hold	61	–	–	﹤0.01%	477
2025 Q1	$1.92K	Hold	61	–	–	﹤0.01%	479
2024 Q4	$2.11K	Hold	61	–	–	﹤0.01%	484
2024 Q3	$1.6K	Hold	61	–	–	﹤0.01%	520
2024 Q2	$1.6K	Hold	61	–	–	﹤0.01%	474
2024 Q1	$1.33K	Hold	61	–	–	﹤0.01%	522
2023 Q4	$1.27K	Buy	+61	New	+$1.04K	﹤0.01%	370

Other funds holding KD

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Richardson Financial Services's KD Position: Q3 2026 in Review

Richardson Financial Services held its Kyndryl (KD) position steady in Q3 2026 at 61 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Richardson Financial Services first reported a position in KD in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56K in Q2 2025. 469 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Richardson Financial Services held 61 shares of Kyndryl worth $687 as of Q3 2026.
Richardson Financial Services left its Kyndryl share count unchanged in Q3 2026.
Kyndryl made up ﹤0.01% of Richardson Financial Services's portfolio in Q3 2026, its #557 holding.
Richardson Financial Services first reported a position in Kyndryl in Q4 2023 and has held it in 12 quarters since.
Richardson Financial Services's Kyndryl position peaked at $2.56K in Q2 2025.
469 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.