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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
Q3 		$8.29K Buy
736
+46
+7% +$584 ﹤0.01% 605
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Toth Financial Advisory's KD Position: Q3 2026 in Review

Toth Financial Advisory increased its Kyndryl (KD) stake by 6.7% in Q3 2026, buying an estimated $584 and bringing the position to 736 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Toth Financial Advisory first reported a position in KD in Q4 2021 and has held it in 20 quarters since. The position peaked at $43K in Q4 2021. 26 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • Toth Financial Advisory held 736 shares of Kyndryl worth $8.29K as of Q3 2026.
  • Toth Financial Advisory bought 46 Kyndryl shares in Q3 2026, an estimated $584.
  • Kyndryl made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #605 holding.
  • Toth Financial Advisory first reported a position in Kyndryl in Q4 2021 and has held it in 20 quarters since.
  • Toth Financial Advisory's Kyndryl position peaked at $43K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.