Position in KD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$144
-$148 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Crewe Advisors LLC holds $1,214,731 across 8 Information Technology Services names. KD ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,682 | $1,134,869 | |
| 2 | ACN |
Accenture plc
|
176 | $34,899 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
120 | $19,497 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
267 | $12,524 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
110 | $6,748 | |
| 6 | CACI |
Caci International Inc /De/
|
11 | $5,982 | |
| 7 | KD |
Kyndryl Holdings, Inc.
This page
|
11 | $144 | |
| 8 | DAIC |
CID Holdco, Inc.
|
400 | $68 |
All Filings in KD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144 | 11 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $292 | 11 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $330 | 11 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $881 | 21 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $659 | 21 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $726 | 21 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $482 | 21 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $552 | 21 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $456 | 21 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $436 | 21 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $166 | 11 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $146 | 11 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $162 | 11 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $122 | 11 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $256 | 31 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,921 | 401 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,785 | 441 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,982 | 441 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||