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Sanctuary Advisors’s Kyndryl KD Stock Holding History

Sanctuary Advisors’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
-10,164
Closed -$270K – 2581
2025
Q4 		$270K Buy
10,164
+750
+8% +$20.3K ﹤0.01% 2087
2025
Q3 		$283K Buy
9,414
+4,163
+79% +$143K ﹤0.01% 2039
2025
Q2 		$220K Buy
+5,251
New +$190K ﹤0.01% 2104
2025
Q1 		– Sell
-9,853
Closed -$372K – 2329
2024
Q4 		$372K Sell
9,853
-441
-4% -$12.8K ﹤0.01% 1870
2024
Q3 		$340K Buy
+10,294
New +$251K ﹤0.01% 1923

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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State Street
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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