James T. Borello RIA’s Kyndryl KD Stock Holding History

James T. Borello RIA’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 Q3	–	Sell	-10	Closed	-$113	–	1314
2026 Q2	$113	Sell	10 -351	-97%	-$4.37K	﹤0.01%	1181
2026 Q1	$4.74K	Buy	361 +351	+3,510%	+$6.18K	﹤0.01%	771
2025 Q4	$266	Hold	10	–	–	﹤0.01%	989
2025 Q3	$300	Hold	10	–	–	﹤0.01%	905
2025 Q2	$420	Hold	10	–	–	﹤0.01%	288
2025 Q1	$314	Hold	10	–	–	﹤0.01%	218
2024 Q4	$346	Hold	10	–	–	﹤0.01%	194
2024 Q3	$230	Hold	10	–	–	﹤0.01%	182
2024 Q2	$263	Hold	10	–	–	﹤0.01%	171
2024 Q1	$218	Hold	10	–	–	﹤0.01%	170
2023 Q4	$208	Buy	+10	New	+$171	﹤0.01%	149

Other funds holding KD

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

James T. Borello RIA's KD Position: Q3 2026 in Review

James T. Borello RIA sold out of Kyndryl (KD) in Q3 2026, closing a stake of 10 shares — an estimated $113 sold.

James T. Borello RIA first reported a position in KD in Q4 2023 and held it in 11 quarters. The position peaked at $4.74K in Q1 2026. 106 funds tracked by Wall St. Rank hold KD as of Q3 2026.

James T. Borello RIA reported no remaining Kyndryl position as of Q3 2026 after selling out during the quarter.
James T. Borello RIA sold 10 Kyndryl shares in Q3 2026, an estimated $113.
James T. Borello RIA first reported a position in Kyndryl in Q4 2023 and held it in 11 quarters.
James T. Borello RIA's Kyndryl position peaked at $4.74K in Q1 2026.
106 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.