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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

KD holding history

Kyndryl Holdings, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KD overviewAll 13F holders of KDFull Q2 2026 holdings

Shares (Q2 2026)
10,527
Value
$119.1K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of KD by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,527$119.1K<0.1%+10,527NewHolders
Q4 20250$00.0%−36,004−100.0%Sold outHolders
Q3 202536,004$1.08M<0.1%+30,710+580.1%AddedHolders
Q2 20255,294$222.1K<0.1%+5,294NewHolders
Q1 20240$00.0%−17,575−100.0%Sold outHolders
Q4 202317,575$372.8K<0.1%+1,530+9.5%AddedHolders
Q3 202316,045$242.3K<0.1%−656−3.9%ReducedHolders
Q2 202316,701$221.8K<0.1%−59,470−78.1%ReducedHolders
Q1 202376,171$1.12M<0.1%−19,936−20.7%ReducedHolders
Q4 202296,107$1.07M<0.1%−11,910−11.0%ReducedHolders
Q3 2022108,017$893.0K<0.1%+84,509+359.5%AddedHolders
Q2 202223,508$230.0K<0.1%+23,508NewHolders
Q1 20220$00.0%−23,144−100.0%Sold outHolders
Q4 202123,144$419.0K<0.1%+23,144NewHolders