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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

SOA Wealth Advisors's KD Position: Q1 2026 in Review

SOA Wealth Advisors held its Kyndryl (KD) position steady in Q1 2026 at 336 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

SOA Wealth Advisors first reported a position in KD in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.5K in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • SOA Wealth Advisors held 336 shares of Kyndryl worth $4.41K as of Q1 2026.
  • SOA Wealth Advisors left its Kyndryl share count unchanged in Q1 2026.
  • Kyndryl made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #661 holding.
  • SOA Wealth Advisors first reported a position in Kyndryl in Q1 2022 and has held it in 17 quarters since.
  • SOA Wealth Advisors's Kyndryl position peaked at $15.5K in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.