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Summit Trail Advisors’s Kyndryl KD Stock Holding History

Summit Trail 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
Q2 		$803K Buy
70,966
+13,027
+22% +$162K 0.01% 1066
2026
Q1 		$760K Buy
57,939
+29,957
+107% +$527K 0.01% 1029
2025
Q4 		$743K Buy
27,982
+6,686
+31% +$181K 0.01% 958
2025
Q3 		$640K Buy
+21,296
New +$731K 0.01% 1005

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 Trail Advisors's KD Position: Q2 2026 in Review

Summit Trail Advisors increased its Kyndryl (KD) stake by 22% in Q2 2026, buying an estimated $162K and bringing the position to 70,966 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #1066.

Summit Trail Advisors first reported a position in KD in Q3 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Summit Trail Advisors held 70,966 shares of Kyndryl worth $803K as of Q2 2026.
  • Summit Trail Advisors bought 13,027 Kyndryl shares in Q2 2026, an estimated $162K.
  • Kyndryl made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1066 holding.
  • Summit Trail Advisors first reported a position in Kyndryl in Q3 2025 and has held it in 4 quarters since.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.