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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 – 796
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return