VNA
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Valley National Advisers’s Kyndryl KD Stock Holding History

Valley National Advisers’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 		$3K Hold
257
– – ﹤0.01% 738
2025
Q4 		$6K Hold
257
– – ﹤0.01% 675
2025
Q3 		$7K Hold
257
– – ﹤0.01% 619
2025
Q2 		$10K Sell
257
-69
-21% -$2.5K ﹤0.01% 557
2025
Q1 		$10K Sell
326
-12
-4% -$450 ﹤0.01% 565
2024
Q4 		$11K Hold
338
– – ﹤0.01% 524
2024
Q3 		$7K Sell
338
-20
-6% -$488 ﹤0.01% 561
2024
Q2 		$9K Sell
358
-49
-12% -$1.18K ﹤0.01% 648
2024
Q1 		$8K Buy
407
+15
+4% +$319 ﹤0.01% 696
2023
Q4 		$8K Buy
392
+16
+4% +$273 ﹤0.01% 703
2023
Q3 		$6K Hold
376
– – ﹤0.01% 682
2023
Q2 		$5K Hold
376
– – ﹤0.01% 684
2023
Q1 		$5K Sell
376
-71
-16% -$1.01K ﹤0.01% 678
2022
Q4 		$5K Sell
447
-40
-8% -$402 ﹤0.01% 670
2022
Q3 		$4K Hold
487
– – ﹤0.01% 709
2022
Q2 		$5K Sell
487
-68
-12% -$791 ﹤0.01% 663
2022
Q1 		$7K Buy
555
+48
+9% +$722 ﹤0.01% 646
2021
Q4 		$9K Buy
+507
New +$10.9K ﹤0.01% 620

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return