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Summit Securities Group’s Kyndryl KD Stock Holding History

Summit Securities 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
2026
Q2 		– Sell
-1,292
Closed -$17K – 1269
2026
Q1 		$17K Buy
+1,292
New +$22.7K ﹤0.01% 552
2024
Q3 		– Sell
-162
Closed -$3.95K – 724
2024
Q2 		$4K Buy
+162
New +$3.88K ﹤0.01% 514
2024
Q1 		– Sell
-100
Closed -$2K – 706
2023
Q4 		$2K Hold
100
– – ﹤0.01% 620
2023
Q3 		$2K Sell
100
-60
-38% -$890 ﹤0.01% 509
2023
Q2 		$2K Hold
160
– – ﹤0.01% 841
2023
Q1 		$2K Sell
160
-17,500
-99% -$248K ﹤0.01% 737
2022
Q4 		$196K Buy
17,660
+16,860
+2,108% +$170K 0.01% 481
2022
Q3 		$7K Sell
800
-140
-15% -$1.46K ﹤0.01% 814
2022
Q2 		$9K Sell
940
-420
-31% -$4.89K ﹤0.01% 847
2022
Q1 		$18K Sell
1,360
-8,799
-87% -$132K ﹤0.01% 732
2021
Q4 		$184K Buy
+10,159
New +$219K 0.01% 614

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

Summit Securities Group's KD Position: Q2 2026 in Review

Summit Securities Group sold out of Kyndryl (KD) in Q2 2026, closing a stake of 1,292 shares — an estimated $17K sold.

Summit Securities Group first reported a position in KD in Q4 2021 and held it in 11 quarters. The position peaked at $196K in Q4 2022. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Summit Securities Group reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,292 Kyndryl shares in Q2 2026, an estimated $17K.
  • Summit Securities Group first reported a position in Kyndryl in Q4 2021 and held it in 11 quarters.
  • Summit Securities Group's Kyndryl position peaked at $196K in Q4 2022.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.