Tompkins Financial’s Kyndryl KD Stock Holding History

Tompkins Financial’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	$7.86K	Hold	599	–	–	﹤0.01%	468
2025 Q4	$15.9K	Hold	599	–	–	﹤0.01%	398
2025 Q3	$18K	Sell	599 -98	-14%	-$3.37K	﹤0.01%	401
2025 Q2	$29.2K	Hold	697	–	–	﹤0.01%	354
2025 Q1	$21.9K	Buy	697 +36	+5%	+$1.35K	﹤0.01%	391
2024 Q4	$22.9K	Hold	661	–	–	﹤0.01%	380
2024 Q3	$15.2K	Buy	661 +9	+1%	+$219	﹤0.01%	440
2024 Q2	$17.2K	Sell	652 -40	-6%	-$959	﹤0.01%	448
2024 Q1	$15.1K	Hold	692	–	–	﹤0.01%	463
2023 Q4	$14.4K	Buy	692 +280	+68%	+$4.79K	﹤0.01%	459
2023 Q3	$6.22K	Hold	412	–	–	﹤0.01%	499
2023 Q2	$5.47K	Sell	412 -134	-25%	-$1.81K	﹤0.01%	508
2023 Q1	$8.06K	Sell	546 -158	-22%	-$2.24K	﹤0.01%	507
2022 Q4	$8K	Sell	704 -88	-11%	-$885	﹤0.01%	506
2022 Q3	$7K	Sell	792 -227	-22%	-$2.36K	﹤0.01%	505
2022 Q2	$10K	Sell	1,019 -2,635	-72%	-$30.7K	﹤0.01%	469
2022 Q1	$48K	Buy	3,654 +864	+31%	+$13K	0.01%	353
2021 Q4	$50K	Buy	+2,790	New	+$60.2K	0.01%	224

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return