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
2024 Q4	–	Sell	-12,700	Closed	-$292K	–	778
2024 Q3	$292K	Sell	12,700 -30,800	-71%	-$751K	0.08%	138
2024 Q2	$1.14M	Buy	+43,500	New	+$1.04M	0.22%	62

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 676 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.
676 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.