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Smallwood Wealth Investment Management’s Kyndryl KD Stock Holding History

Smallwood Wealth Investment Management’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 		$373 Hold
33
– – ﹤0.01% 474
2026
Q1 		$432 Sell
33
-15
-31% -$264 ﹤0.01% 466
2025
Q4 		$1.27K Hold
48
– – ﹤0.01% 414
2025
Q3 		$1.44K Hold
48
– – ﹤0.01% 408
2025
Q2 		$2.01K Hold
48
– – ﹤0.01% 401
2025
Q1 		$1.51K Buy
+48
New +$1.8K ﹤0.01% 400

Other funds holding KD

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's KD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Kyndryl (KD) position steady in Q2 2026 at 33 shares worth $373. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Smallwood Wealth Investment Management first reported a position in KD in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.01K in Q2 2025. 248 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Smallwood Wealth Investment Management held 33 shares of Kyndryl worth $373 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #474 holding.
  • Smallwood Wealth Investment Management first reported a position in Kyndryl in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Kyndryl position peaked at $2.01K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.