SageView Advisory Group’s Kyndryl KD Stock Holding History

SageView Advisory Group’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	–	Sell	-596	Closed	-$15.8K	–	1562
2025 Q4	$15.8K	Buy	+596	New	+$16.2K	﹤0.01%	1539

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

SageView Advisory Group's KD Position: Q1 2026 in Review

SageView Advisory Group sold out of Kyndryl (KD) in Q1 2026, closing a stake of 596 shares — an estimated $15.8K sold.

SageView Advisory Group first reported a position in KD in Q4 2025 and held it in 1 quarter. The position peaked at $15.8K in Q4 2025. 668 funds tracked by Wall St. Rank hold KD as of Q1 2026.

SageView Advisory Group reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 596 Kyndryl shares in Q1 2026, an estimated $15.8K.
SageView Advisory Group first reported a position in Kyndryl in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Kyndryl position peaked at $15.8K in Q4 2025.
668 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.