Waverly Advisors’s Kyndryl KD Stock Holding History

Waverly 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 Q1	–	Sell	-8,316	Closed	-$221K	–	1651
2025 Q4	$221K	Sell	8,316 -62	-0.7%	-$1.68K	﹤0.01%	1345
2025 Q3	$252K	Buy	+8,378	New	+$288K	﹤0.01%	1109

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Waverly Advisors's KD Position: Q1 2026 in Review

Waverly Advisors sold out of Kyndryl (KD) in Q1 2026, closing a stake of 8,316 shares — an estimated $221K sold.

Waverly Advisors first reported a position in KD in Q3 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Waverly Advisors reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 8,316 Kyndryl shares in Q1 2026, an estimated $221K.
Waverly Advisors first reported a position in Kyndryl in Q3 2025 and held it in 2 quarters.
Waverly Advisors's Kyndryl position peaked at $252K in Q3 2025.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.