Transcend Capital Advisors’s Kyndryl KD Stock Holding History

Transcend Capital Advisors’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	$168K	Buy	12,823 +613	+5%	+$10.8K	0.01%	697
2025 Q4	$324K	Sell	12,210 -951	-7%	-$25.8K	0.03%	502
2025 Q3	$395K	Buy	13,161 +3,026	+30%	+$104K	0.03%	440
2025 Q2	$425K	Hold	10,135	–	–	0.03%	361
2025 Q1	$318K	Buy	10,135 +14	+0.1%	+$525	0.02%	462
2024 Q4	$350K	Hold	10,121	–	–	0.03%	412
2024 Q3	$233K	Sell	10,121 -11	-0.1%	-$268	0.02%	539
2024 Q2	$267K	Sell	10,132 -5	-0%	-$120	0.02%	489
2024 Q1	$221K	Sell	10,137 -2	-0%	-$43	0.02%	480
2023 Q4	$211K	Sell	10,139 -156	-2%	-$2.67K	0.02%	462
2023 Q3	$155K	Sell	10,295 -9	-0.1%	-$133	0.02%	462
2023 Q2	$137K	Sell	10,304 -261	-2%	-$3.53K	0.01%	468
2023 Q1	$156K	Sell	10,565 -26	-0.2%	-$369	0.02%	459
2022 Q4	$118K	Sell	10,591 -445	-4%	-$4.48K	0.01%	475
2022 Q3	$91K	Buy	11,036 +37	+0.3%	+$385	0.01%	467
2022 Q2	$108K	Sell	10,999 -151	-1%	-$1.76K	0.01%	478
2022 Q1	$146K	Buy	+11,150	New	+$168K	0.01%	496

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