VWA
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Valued Wealth Advisors’s Kyndryl KD Stock Holding History

Valued Wealth 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 		$1.25K Buy
110
+6
+6% +$75 ﹤0.01% 746
2026
Q1 		$1.36K Buy
104
+103
+10,300% +$1.81K ﹤0.01% 598
2025
Q4 		$27 Hold
1
– – ﹤0.01% 639
2025
Q3 		$31 Buy
+1
New +$34 ﹤0.01% 619

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Valued Wealth Advisors's KD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Kyndryl (KD) stake by 5.8% in Q2 2026, buying an estimated $75 and bringing the position to 110 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Valued Wealth Advisors first reported a position in KD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36K in Q1 2026. 166 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Valued Wealth Advisors held 110 shares of Kyndryl worth $1.25K as of Q2 2026.
  • Valued Wealth Advisors bought 6 Kyndryl shares in Q2 2026, an estimated $75.
  • Kyndryl made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #746 holding.
  • Valued Wealth Advisors first reported a position in Kyndryl in Q3 2025 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Kyndryl position peaked at $1.36K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.