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Sound View Wealth Advisors Group’s Kyndryl KD Stock Holding History

Sound View Wealth Advisors Group’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
2025
Q3 		– Sell
-5,521
Closed -$232K – 432
2025
Q2 		$232K Buy
+5,521
New +$200K 0.02% 383

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sound View Wealth Advisors Group's KD Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Kyndryl (KD) in Q3 2025, closing a stake of 5,521 shares — an estimated $232K sold.

Sound View Wealth Advisors Group first reported a position in KD in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 5,521 Kyndryl shares in Q3 2025, an estimated $232K.
  • Sound View Wealth Advisors Group first reported a position in Kyndryl in Q2 2025 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Kyndryl position peaked at $232K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.