Planning Strategies Inc.’s Kyndryl KD Stock Holding History

Planning Strategies Inc.’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	$12.3K	Buy	+1,085	New	+$13.5K	0.01%	302

Other funds holding KD

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

DLA

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s KD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Kyndryl (KD) in Q2 2026: 1,085 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

221 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Planning Strategies Inc. held 1,085 shares of Kyndryl worth $12.3K as of Q2 2026.
Kyndryl was a new Planning Strategies Inc. position in Q2 2026.
Kyndryl made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #302 holding.
221 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.