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Sequoia Financial Advisors’s Kyndryl KD Stock Holding History

Sequoia Financial 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
Q2 		$169K Sell
14,912
-1,551
-9% -$19.3K ﹤0.01% 2018
2026
Q1 		$216K Buy
16,463
+6,075
+58% +$107K ﹤0.01% 1754
2025
Q4 		$276K Buy
+10,388
New +$282K ﹤0.01% 1603
2025
Q3 		– Sell
-5,552
Closed -$233K – 1779
2025
Q2 		$233K Buy
+5,552
New +$201K ﹤0.01% 1406

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sequoia Financial Advisors's KD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Kyndryl (KD) stake by 9.4% in Q2 2026, selling an estimated $19.3K and leaving 14,912 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Sequoia Financial Advisors first reported a position in KD in Q2 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Sequoia Financial Advisors held 14,912 shares of Kyndryl worth $169K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,551 Kyndryl shares in Q2 2026, an estimated $19.3K.
  • Kyndryl made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2018 holding.
  • Sequoia Financial Advisors first reported a position in Kyndryl in Q2 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Kyndryl position peaked at $276K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.