RFP
KD icon

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
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 $5.72T 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

Root Financial Partners's KD Position: Q1 2026 in Review

Root Financial Partners reduced its Kyndryl (KD) stake by 71% in Q1 2026, selling an estimated $4.12K and leaving 96 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Root Financial Partners first reported a position in KD in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.5K in Q3 2025. 662 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Root Financial Partners held 96 shares of Kyndryl worth $1.26K as of Q1 2026.
  • Root Financial Partners sold 234 Kyndryl shares in Q1 2026, an estimated $4.12K.
  • Kyndryl made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2512 holding.
  • Root Financial Partners first reported a position in Kyndryl in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Kyndryl position peaked at $16.5K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.