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Root Financial Partners’s Kyndryl KD Stock Holding History

Root Financial Partners’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 		– Sell
-96
Closed -$1.26K – 1873
2026
Q1 		$1.26K Sell
96
-234
-71% -$4.12K ﹤0.01% 2512
2025
Q4 		$8.77K Sell
330
-219
-40% -$5.94K ﹤0.01% 1555
2025
Q3 		$16.5K Buy
+549
New +$18.9K ﹤0.01% 1213

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

Root Financial Partners's KD Position: Q2 2026 in Review

Root Financial Partners sold out of Kyndryl (KD) in Q2 2026, closing a stake of 96 shares — an estimated $1.26K sold.

Root Financial Partners first reported a position in KD in Q3 2025 and held it in 3 quarters. The position peaked at $16.5K in Q3 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Root Financial Partners reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 96 Kyndryl shares in Q2 2026, an estimated $1.26K.
  • Root Financial Partners first reported a position in Kyndryl in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kyndryl position peaked at $16.5K in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.