Toth Financial Advisory’s Kyndryl KD Stock Holding History

Toth Financial Advisory’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	$7.8K	Hold	690	–	–	﹤0.01%	609
2026 Q1	$9.05K	Hold	690	–	–	﹤0.01%	570
2025 Q4	$18.3K	Hold	690	–	–	﹤0.01%	487
2025 Q3	$20.7K	Sell	690 -50	-7%	-$1.72K	﹤0.01%	467
2025 Q2	$31.1K	Buy	740 +50	+7%	+$1.81K	﹤0.01%	379
2025 Q1	$21.7K	Buy	690 +90	+15%	+$3.37K	﹤0.01%	395
2024 Q4	$20.8K	Hold	600	–	–	﹤0.01%	392
2024 Q3	$13.8K	Sell	600 -55	-8%	-$1.34K	﹤0.01%	425
2024 Q2	$17.2K	Buy	655 +55	+9%	+$1.32K	﹤0.01%	409
2024 Q1	$13.1K	Hold	600	–	–	﹤0.01%	429
2023 Q4	$12.5K	Hold	600	–	–	﹤0.01%	431
2023 Q3	$9.06K	Hold	600	–	–	﹤0.01%	456
2023 Q2	$7.97K	Hold	600	–	–	﹤0.01%	500
2023 Q1	$8.86K	Hold	600	–	–	﹤0.01%	473
2022 Q4	$6.67K	Hold	600	–	–	﹤0.01%	476
2022 Q3	$5K	Sell	600 -151	-20%	-$1.57K	﹤0.01%	546
2022 Q2	$7K	Sell	751 -293	-28%	-$3.41K	﹤0.01%	477
2022 Q1	$14K	Sell	1,044 -1,328	-56%	-$20K	﹤0.01%	430
2021 Q4	$43K	Buy	+2,372	New	+$51.2K	0.01%	309

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Toth Financial Advisory's KD Position: Q2 2026 in Review

Toth Financial Advisory held its Kyndryl (KD) position steady in Q2 2026 at 690 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Toth Financial Advisory first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $43K in Q4 2021. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Toth Financial Advisory held 690 shares of Kyndryl worth $7.8K as of Q2 2026.
Toth Financial Advisory left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #609 holding.
Toth Financial Advisory first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
Toth Financial Advisory's Kyndryl position peaked at $43K in Q4 2021.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.