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SIMA Wealth Partners’s Kyndryl KD Stock Holding History

SIMA Wealth 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
Q2 		$238 Hold
21
– – ﹤0.01% 130
2026
Q1 		$276 Hold
21
– – ﹤0.01% 130
2025
Q4 		$558 Hold
21
– – ﹤0.01% 129
2025
Q3 		$631 Hold
21
– – ﹤0.01% 162
2025
Q2 		$882 Hold
21
– – ﹤0.01% 150
2025
Q1 		$660 Buy
+21
New +$787 ﹤0.01% 179

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

SIMA Wealth Partners's KD Position: Q2 2026 in Review

SIMA Wealth Partners held its Kyndryl (KD) position steady in Q2 2026 at 21 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #130.

SIMA Wealth Partners first reported a position in KD in Q1 2025 and has held it in 6 quarters since. The position peaked at $882 in Q2 2025. 665 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • SIMA Wealth Partners held 21 shares of Kyndryl worth $238 as of Q2 2026.
  • SIMA Wealth Partners left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • SIMA Wealth Partners first reported a position in Kyndryl in Q1 2025 and has held it in 6 quarters since.
  • SIMA Wealth Partners's Kyndryl position peaked at $882 in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.