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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
Q2 		– Sell
-10
Closed -$131 – 48
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 $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 $3.37T AUM 44.26% 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

Wells Financial Advisors's KD Position: Q2 2026 in Review

Wells Financial Advisors sold out of Kyndryl (KD) in Q2 2026, closing a stake of 10 shares — an estimated $131 sold.

Wells Financial Advisors first reported a position in KD in Q3 2024 and held it in 7 quarters. The position peaked at $420 in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Wells Financial Advisors reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 10 Kyndryl shares in Q2 2026, an estimated $131.
  • Wells Financial Advisors first reported a position in Kyndryl in Q3 2024 and held it in 7 quarters.
  • Wells Financial Advisors's Kyndryl position peaked at $420 in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.