SSG
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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
Q1 		$17K Buy
+1,292
New +$22.7K 0.01% 552
2024
Q4 		– Hold
0
– – – 796
2024
Q3 		– Sell
-162
Closed -$3.95K – 744
2024
Q2 		$4K Buy
+162
New +$3.88K ﹤0.01% 514
2024
Q1 		– Sell
-100
Closed -$2K – 744
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 0.04% 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 0.02% 614

Other funds holding KD

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BlackRock New York $5.7T 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