WFA
KD icon

Wells Financial Advisors’s Kyndryl KD Stock Holding History

Wells Financial 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 		$131 Hold
10
– – ﹤0.01% 54
2025
Q4 		$266 Hold
10
– – ﹤0.01% 72
2025
Q3 		$300 Hold
10
– – ﹤0.01% 71
2025
Q2 		$420 Hold
10
– – ﹤0.01% 76
2025
Q1 		$314 Hold
10
– – ﹤0.01% 77
2024
Q4 		$346 Hold
10
– – ﹤0.01% 78
2024
Q3 		$230 Buy
+10
New +$244 ﹤0.01% 102

Other funds holding KD

BlackRock
BlackRock New York $5.72T 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

Wells Financial Advisors's KD Position: Q1 2026 in Review

Wells Financial Advisors held its Kyndryl (KD) position steady in Q1 2026 at 10 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #54.

Wells Financial Advisors first reported a position in KD in Q3 2024 and has held it in 7 quarters since. The position peaked at $420 in Q2 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Wells Financial Advisors held 10 shares of Kyndryl worth $131 as of Q1 2026.
  • Wells Financial Advisors left its Kyndryl share count unchanged in Q1 2026.
  • Kyndryl made up ﹤0.01% of Wells Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • Wells Financial Advisors first reported a position in Kyndryl in Q3 2024 and has held it in 7 quarters since.
  • Wells Financial Advisors's Kyndryl position peaked at $420 in Q2 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.