Salem Investment Counselors’s Kyndryl KD Stock Holding History

Salem Investment Counselors’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	$1.26K	Hold	111	–	–	﹤0.01%	1138
2026 Q1	$1.46K	Buy	+111	New	+$1.95K	﹤0.01%	1104
2025 Q4	–	Sell	-111	Closed	-$3.33K	–	798
2025 Q3	$3.33K	Hold	111	–	–	﹤0.01%	1032
2025 Q2	$4.66K	Hold	111	–	–	﹤0.01%	954
2025 Q1	$3.49K	Hold	111	–	–	﹤0.01%	974
2024 Q4	$3.84K	Sell	111 -20	-15%	-$582	﹤0.01%	953
2024 Q3	$3.01K	Hold	131	–	–	﹤0.01%	982
2024 Q2	$3.45K	Sell	131 -15	-10%	-$360	﹤0.01%	968
2024 Q1	$3.18K	Sell	146 -36	-20%	-$766	﹤0.01%	985
2023 Q4	$3.78K	Hold	182	–	–	﹤0.01%	938
2023 Q3	$2.75K	Buy	182 +40	+28%	+$593	﹤0.01%	951
2023 Q2	$1.89K	Hold	142	–	–	﹤0.01%	1010
2023 Q1	$2.1K	Hold	142	–	–	﹤0.01%	978
2022 Q4	$1.58K	Sell	142 -177	-55%	-$1.78K	﹤0.01%	973
2022 Q3	$3K	Buy	319 +3	+0.9%	+$31	﹤0.01%	913
2022 Q2	$3K	Sell	316 -500	-61%	-$5.82K	﹤0.01%	940
2022 Q1	$11K	Sell	816 -392	-32%	-$5.9K	﹤0.01%	740
2021 Q4	$22K	Buy	+1,208	New	+$26.1K	﹤0.01%	695

Other funds holding KD

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return