Merit Financial Group, LLC KD — KYNDRYL HLDGS INC

Ownership history in Merit Financial Group, LLC  ·  7 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported KYNDRYL HLDGS INC (KD) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. 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.

What this KD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in KYNDRYL HLDGS INC, 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 Q2

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

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

KD stock page Merit Financial Group, LLC fund profile Merit Financial Group, LLC full holdings
How Merit Financial Group, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 48,531 +21,852 +81.9% 0.00% $549K 2026-07-17 $12.15
2026 Q1 ADDED — — — 26,679 +3,901 +17.1% 0.00% $350K 2026-04-15 $13.82
2025 Q4 REDUCED 9.4% -50.6% ✅ 22,778 -2,357 -9.4% 0.00% $605K 2026-01-26 $24.45
2025 Q3 ADDED — — — 25,135 +14,660 +140.0% 0.01% $755K 2025-10-20 $27.93
2025 Q2 REDUCED 8.3% -28.3% ✅ 10,475 -946 -8.3% 0.00% $440K 2025-07-22 $39.01
2025 Q1 ADDED — — — 11,421 +1,963 +20.8% 0.01% $359K 2025-04-09 $31.15
2024 Q4 INITIATED — — — 9,458 — — 0.01% $327K 2025-01-15 $38.29

🏢 Other funds also holding KD

As of 2026 Q2 — sorted by position size

Douglas Lane & Associates, LLC 3Y 7Y 0.16% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.03% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.02% Red Door Wealth Management, LLC 3Y 0.01% True Wealth Design, LLC 3Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Curated Wealth Partners LLC 3Y 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01% NorthCrest Asset Manangement, LLC 3Y 0.01%

FAQ About Merit Financial Group, 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 Merit Financial Group, LLC reported owning KD?

Merit Financial Group, LLC reported KD across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported KD position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for KD was 0.01% in 2025 Q3.

What is the latest reported KD position on this page?

The most recent filing on this page is 2026 Q2, when Merit Financial Group, LLC reported 48,531 shares, equal to 0.00% of portfolio, with an estimated market value of $549K.

What does the chart on this KD ownership page compare?

The chart compares Merit Financial Group, 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 Merit Financial Group, LLC time their KD position?

Based on 13F filing dates vs. subsequent KD price moves, Merit Financial Group, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on KD relative to SPY over the holding period was -60.4%.

← Back to Merit Financial Group, LLC Holdings