Root Financial Partners
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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
Q3 		$26.4K Buy
+2,344
New +$29.8K ﹤0.01% 1402
2026
Q2 		– Sell
-96
Closed -$1.26K – 1873
2026
Q1 		$1.26K Sell
96
-234
-71% -$4.12K ﹤0.01% 2512
2025
Q4 		$8.76K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Root Financial Partners's KD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kyndryl (KD) in Q3 2026: 2,344 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KD as recently as Q1 2026.

Root Financial Partners first reported a position in KD in Q3 2025 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Root Financial Partners held 2,344 shares of Kyndryl worth $26.4K as of Q3 2026.
  • Kyndryl was a new Root Financial Partners position in Q3 2026.
  • Kyndryl made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1402 holding.
  • Root Financial Partners first reported a position in Kyndryl in Q3 2025 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.