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United Financial Planning Group’s Kyndryl KD Stock Holding History

United Financial Planning Group’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 		$1.59K Sell
141
-17
-11% -$212 ﹤0.01% 444
2026
Q1 		$2.07K Buy
158
+41
+35% +$722 ﹤0.01% 425
2025
Q4 		$3.11K Sell
117
-5
-4% -$136 ﹤0.01% 307
2025
Q3 		$3.66K Buy
+122
New +$4.19K ﹤0.01% 186

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 $3.38T AUM 44.17% 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 Financial Planning Group's KD Position: Q2 2026 in Review

United Financial Planning Group reduced its Kyndryl (KD) stake by 11% in Q2 2026, selling an estimated $212 and leaving 141 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

United Financial Planning Group first reported a position in KD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.66K in Q3 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • United Financial Planning Group held 141 shares of Kyndryl worth $1.59K as of Q2 2026.
  • United Financial Planning Group sold 17 Kyndryl shares in Q2 2026, an estimated $212.
  • Kyndryl made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #444 holding.
  • United Financial Planning Group first reported a position in Kyndryl in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Kyndryl position peaked at $3.66K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.