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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
Q2 		$153K Buy
+13,520
New +$168K ﹤0.01% 1652
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
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

Waverly Advisors's KD Position: Q2 2026 in Review

Waverly Advisors opened a new position in Kyndryl (KD) in Q2 2026: 13,520 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in KD as recently as Q4 2025.

Waverly Advisors first reported a position in KD in Q3 2025 and has held it in 3 quarters since. The position peaked at $252K in Q3 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Waverly Advisors held 13,520 shares of Kyndryl worth $153K as of Q2 2026.
  • Kyndryl was a new Waverly Advisors position in Q2 2026.
  • Kyndryl made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1652 holding.
  • Waverly Advisors first reported a position in Kyndryl in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Kyndryl position peaked at $252K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.