West Financial Advisors’s Kyndryl KD Stock Holding History

West 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	$1.52K	Hold	134	–	–	﹤0.01%	177
2026 Q1	$1.76K	Hold	134	–	–	﹤0.01%	164
2025 Q4	$3.56K	Hold	134	–	–	﹤0.01%	185
2025 Q3	$4.03K	Hold	134	–	–	﹤0.01%	152
2025 Q2	$5.62K	Hold	134	–	–	﹤0.01%	164
2025 Q1	$4.21K	Buy	+134	New	+$5.02K	﹤0.01%	167

Other funds holding KD

DLA

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

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 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

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

West Financial Advisors held its Kyndryl (KD) position steady in Q2 2026 at 134 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

West Financial Advisors first reported a position in KD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62K in Q2 2025. 127 funds tracked by Wall St. Rank hold KD as of Q2 2026.

West Financial Advisors held 134 shares of Kyndryl worth $1.52K as of Q2 2026.
West Financial Advisors left its Kyndryl share count unchanged in Q2 2026.
Kyndryl made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #177 holding.
West Financial Advisors first reported a position in Kyndryl in Q1 2025 and has held it in 6 quarters since.
West Financial Advisors's Kyndryl position peaked at $5.62K in Q2 2025.
127 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.