SVB Wealth’s Kyndryl KD Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,211	Closed	-$38K	–	1090
2025 Q1	$38K	Buy	+1,211	New	+$45.4K	﹤0.01%	601
2022 Q1	–	Sell	-18,382	Closed	-$333K	–	821
2021 Q4	$333K	Buy	+18,382	New	+$397K	0.01%	549

Other funds holding KD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

SVB Wealth's KD Position: Q2 2025 in Review

SVB Wealth sold out of Kyndryl (KD) in Q2 2025, closing a stake of 1,211 shares — an estimated $38K sold.

SVB Wealth first reported a position in KD in Q4 2021 and held it in 2 quarters. The position peaked at $333K in Q4 2021. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

SVB Wealth reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,211 Kyndryl shares in Q2 2025, an estimated $38K.
SVB Wealth first reported a position in Kyndryl in Q4 2021 and held it in 2 quarters.
SVB Wealth's Kyndryl position peaked at $333K in Q4 2021.
735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.