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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
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 $5.72T 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

Summit Trail Advisors's KD Position: Q1 2026 in Review

Summit Trail Advisors increased its Kyndryl (KD) stake by 107% in Q1 2026, buying an estimated $527K and bringing the position to 57,939 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #1029.

Summit Trail Advisors first reported a position in KD in Q3 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Summit Trail Advisors held 57,939 shares of Kyndryl worth $760K as of Q1 2026.
  • Summit Trail Advisors bought 29,957 Kyndryl shares in Q1 2026, an estimated $527K.
  • Kyndryl made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1029 holding.
  • Summit Trail Advisors first reported a position in Kyndryl in Q3 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.