Waterfront Wealth’s Kyndryl KD Stock Holding History

Waterfront Wealth’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	$3.34M	Buy	279,168 +70,305	+34%	+$876K	0.52%	61
2026 Q1	$2.74M	Buy	+208,863	New	+$3.68M	0.5%	60
2025 Q2	–	Sell	-12,915	Closed	-$406K	–	266
2025 Q1	$406K	Sell	12,915 -41,615	-76%	-$1.56M	0.1%	194
2024 Q4	$1.89M	Sell	54,530 -16,745	-23%	-$487K	0.46%	57
2024 Q3	$1.72M	Buy	71,275 +9,806	+16%	+$239K	0.42%	69
2024 Q2	$1.62M	Sell	61,469 -13,293	-18%	-$319K	0.44%	65
2024 Q1	$1.49M	Buy	74,762 +1,253	+2%	+$26.6K	0.42%	71
2023 Q4	$1.53M	Sell	73,509 -35,952	-33%	-$614K	0.45%	60
2023 Q3	$1.57M	Buy	109,461 +933	+0.9%	+$13.8K	0.51%	50
2023 Q2	$1.42M	Buy	108,528 +4,414	+4%	+$59.7K	0.42%	65
2023 Q1	$1.54M	Sell	104,114 -37,476	-26%	-$532K	0.5%	48
2022 Q4	$1.85M	Sell	141,590 -20,205	-12%	-$203K	0.64%	39
2022 Q3	$1.6M	Buy	161,795 +50,437	+45%	+$525K	0.61%	40
2022 Q2	$1.09M	Buy	111,358 +3,724	+3%	+$43.3K	0.44%	62
2022 Q1	$1.3M	Buy	107,634 +73,792	+218%	+$1.11M	0.46%	59
2021 Q4	$613K	Buy	+33,842	New	+$731K	0.24%	102

Other funds holding KD

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Waterfront Wealth's KD Position: Q2 2026 in Review

Waterfront Wealth increased its Kyndryl (KD) stake by 34% in Q2 2026, buying an estimated $876K and bringing the position to 279,168 shares worth $3.34M. The position accounts for 0.52% of the portfolio, ranked #61.

Waterfront Wealth first reported a position in KD in Q4 2021 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Waterfront Wealth held 279,168 shares of Kyndryl worth $3.34M as of Q2 2026.
Waterfront Wealth bought 70,305 Kyndryl shares in Q2 2026, an estimated $876K.
Kyndryl made up 0.52% of Waterfront Wealth's portfolio in Q2 2026, its #61 holding.
Waterfront Wealth first reported a position in Kyndryl in Q4 2021 and has held it in 16 quarters since.
240 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.