Farther Finance Advisors, LLC KD KYNDRYL HLDGS INC COMMON STOCK

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported KYNDRYL HLDGS INC COMMON STOCK (KD) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows KD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in KYNDRYL HLDGS INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held KD — position size vs. price
% of Fund (quarterly)    KD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,093 -4,264 -31.9% 0.00% $117K 2026-04-07 $13.00
2025 Q4 ADDED 13,357 +6,974 +109.3% 0.00% $355K 2026-01-23 $24.22
2025 Q3 ADDED 6,383 +1,038 +19.4% 0.00% $192K 2025-10-14 $27.95
2025 Q2 ADDED 5,345 +3,826 +251.9% 0.00% $224K 2025-07-11 $39.78
2025 Q1 ADDED 1,519 +727 +91.8% 0.00% $49K 2025-04-14 $29.85
2024 Q4 REDUCED 792 -26 -3.2% 0.00% $27K 2025-02-10 $41.02
2024 Q3 ADDED 818 +432 +111.9% 0.00% $19K 2024-10-29 $24.26
2024 Q2 ADDED 386 +63 +19.5% 0.00% $10K 2024-07-31 $26.87
2024 Q1 ADDED 323 +14 +4.5% 0.00% $7K 2024-05-14 $27.75
2023 Q4 ADDED 309 +104 +50.7% 0.00% $6K 2024-02-15 $21.60
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and KD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning KD?

Farther Finance Advisors, LLC reported KD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KD position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for KD was 0.00% in 2025 Q2.

What is the latest reported KD position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 9,093 shares, equal to 0.00% of portfolio, with an estimated market value of $117K.

What does the chart on this KD ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly KD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their KD position?

Based on 13F filing dates vs. subsequent KD price moves, Farther Finance Advisors, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on KD relative to SPY over the holding period was -22.7%.

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