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United Capital Financial Advisors’s Kyndryl KD Stock Holding History

United Capital Financial 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
Q2 		– Sell
-18,693
Closed -$245K – 1685
2026
Q1 		$245K Buy
+18,693
New +$329K ﹤0.01% 1461
2022
Q4 		– Sell
-14,157
Closed -$117K – 1083
2022
Q3 		$117K Sell
14,157
-3,197
-18% -$33.3K ﹤0.01% 1049
2022
Q2 		$170K Sell
17,354
-3,526
-17% -$41K ﹤0.01% 1073
2022
Q1 		$274K Sell
20,880
-3,046
-13% -$45.8K ﹤0.01% 1013
2021
Q4 		$433K Buy
+23,926
New +$517K ﹤0.01% 904

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Capital Financial Advisors's KD Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Kyndryl (KD) in Q2 2026, closing a stake of 18,693 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in KD in Q4 2021 and held it in 5 quarters. The position peaked at $433K in Q4 2021. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,693 Kyndryl shares in Q2 2026, an estimated $245K.
  • United Capital Financial Advisors first reported a position in Kyndryl in Q4 2021 and held it in 5 quarters.
  • United Capital Financial Advisors's Kyndryl position peaked at $433K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.