BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Kyndryl KD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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	$1.27K	Sell	112 -46	-29%	-$573	﹤0.01%	2154
2026 Q1	$2.07K	Sell	158 -2	-1%	-$35	﹤0.01%	2082
2025 Q4	$4.25K	Sell	160 -8	-5%	-$217	﹤0.01%	1952
2025 Q3	$5.04K	Buy	168 +27	+19%	+$927	﹤0.01%	1831
2025 Q2	$5.92K	Sell	141 -16	-10%	-$579	﹤0.01%	1723
2025 Q1	$4.93K	Sell	157 -56	-26%	-$2.1K	﹤0.01%	1756
2024 Q4	$7.37K	Sell	213 -18	-8%	-$524	﹤0.01%	1573
2024 Q3	$5.31K	Buy	+231	New	+$5.63K	﹤0.01%	1731

Other funds holding KD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s KD Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Kyndryl (KD) stake by 29% in Q2 2026, selling an estimated $573 and leaving 112 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in KD in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.37K in Q4 2024. 681 funds tracked by Wall St. Rank hold KD as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 112 shares of Kyndryl worth $1.27K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 46 Kyndryl shares in Q2 2026, an estimated $573.
Kyndryl made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2154 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Kyndryl in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Kyndryl position peaked at $7.37K in Q4 2024.
681 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.