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Rise Advisors’s Kyndryl KD Stock Holding History

Rise Advisors’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
Q4 		– Sell
-823
Closed -$24.7K – 795
2025
Q3 		$24.7K Hold
823
– – 0.01% 459
2025
Q2 		$34.5K Hold
823
– – 0.01% 307
2025
Q1 		$25.8K Sell
823
-206
-20% -$7.72K 0.01% 376
2024
Q4 		$35.6K Hold
1,029
– – 0.02% 322
2024
Q3 		$23.6K Sell
1,029
-48
-4% -$1.17K 0.01% 570
2024
Q2 		$28.3K Buy
1,077
+37
+4% +$887 0.02% 408
2024
Q1 		$22.6K Buy
1,040
+697
+203% +$14.8K 0.01% 567
2023
Q4 		$7.13K Hold
343
– – 0.01% 352
2023
Q3 		$5.18K Hold
343
– – ﹤0.01% 373
2023
Q2 		$4.55K Sell
343
-18
-5% -$244 ﹤0.01% 428
2023
Q1 		$5.33K Hold
361
– – ﹤0.01% 442
2022
Q4 		$4.01K Hold
361
– – ﹤0.01% 475
2022
Q3 		$3K Hold
361
– – ﹤0.01% 501
2022
Q2 		$4K Hold
361
– – ﹤0.01% 474
2022
Q1 		$5K Buy
361
+198
+121% +$2.98K ﹤0.01% 425
2021
Q4 		$2.95K Buy
+163
New +$3.52K ﹤0.01% 477

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Rise Advisors's KD Position: Q4 2025 in Review

Rise Advisors sold out of Kyndryl (KD) in Q4 2025, closing a stake of 823 shares — an estimated $24.7K sold.

Rise Advisors first reported a position in KD in Q4 2021 and held it in 16 quarters. The position peaked at $35.6K in Q4 2024. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Rise Advisors reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 823 Kyndryl shares in Q4 2025, an estimated $24.7K.
  • Rise Advisors first reported a position in Kyndryl in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Kyndryl position peaked at $35.6K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.