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Sunrise Financial Services’s Kyndryl KD Stock Holding History

Sunrise Financial Services’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 		$577 Hold
51
– – ﹤0.01% 534
2026
Q1 		$669 Sell
51
-22
-30% -$387 ﹤0.01% 538
2025
Q4 		$1.94K Buy
+73
New +$1.98K ﹤0.01% 366

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

Sunrise Financial Services's KD Position: Q2 2026 in Review

Sunrise Financial Services held its Kyndryl (KD) position steady in Q2 2026 at 51 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Sunrise Financial Services first reported a position in KD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94K in Q4 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Sunrise Financial Services held 51 shares of Kyndryl worth $577 as of Q2 2026.
  • Sunrise Financial Services left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #534 holding.
  • Sunrise Financial Services first reported a position in Kyndryl in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Kyndryl position peaked at $1.94K in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.