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SOA Wealth Advisors’s Kyndryl KD Stock Holding History

SOA Wealth 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 		$2.61K Sell
231
-105
-31% -$1.31K ﹤0.01% 752
2026
Q1 		$4.41K Hold
336
– – ﹤0.01% 661
2025
Q4 		$8.92K Sell
336
-34
-9% -$922 ﹤0.01% 608
2025
Q3 		$11.1K Hold
370
– – ﹤0.01% 597
2025
Q2 		$15.5K Buy
370
+150
+68% +$5.42K ﹤0.01% 546
2025
Q1 		$6.91K Sell
220
-30
-12% -$1.12K ﹤0.01% 608
2024
Q4 		$8.65K Sell
250
-19
-7% -$553 ﹤0.01% 558
2024
Q3 		$6.18K Hold
269
– – ﹤0.01% 587
2024
Q2 		$7.08K Sell
269
-34
-11% -$815 ﹤0.01% 574
2024
Q1 		$6.59K Sell
303
-16
-5% -$340 ﹤0.01% 588
2023
Q4 		$6.63K Sell
319
-143
-31% -$2.44K ﹤0.01% 571
2023
Q3 		$6.98K Buy
462
+46
+11% +$682 ﹤0.01% 569
2023
Q2 		$5.52K Hold
416
– – ﹤0.01% 610
2023
Q1 		$6.14K Sell
416
-46
-10% -$653 ﹤0.01% 590
2022
Q4 		$5.14K Sell
462
-10
-2% -$101 ﹤0.01% 622
2022
Q3 		$3K Sell
472
-17
-3% -$177 ﹤0.01% 665
2022
Q2 		$4K Sell
489
-27
-5% -$314 ﹤0.01% 615
2022
Q1 		$6K Buy
+516
New +$7.77K ﹤0.01% 664

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

SOA Wealth Advisors's KD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Kyndryl (KD) stake by 31% in Q2 2026, selling an estimated $1.31K and leaving 231 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

SOA Wealth Advisors first reported a position in KD in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.5K in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • SOA Wealth Advisors held 231 shares of Kyndryl worth $2.61K as of Q2 2026.
  • SOA Wealth Advisors sold 105 Kyndryl shares in Q2 2026, an estimated $1.31K.
  • Kyndryl made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #752 holding.
  • SOA Wealth Advisors first reported a position in Kyndryl in Q1 2022 and has held it in 18 quarters since.
  • SOA Wealth Advisors's Kyndryl position peaked at $15.5K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.