Position in KD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,594
-$2,416 QoQ
Shares Held
141
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 669 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Concord Wealth Partners holds $2,072,248 across 7 Information Technology Services names. KD ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,259 | $2,041,303 | |
| 2 | ACN |
Accenture plc
|
116 | $14,435 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
364 | $14,152 | |
| 4 | KD |
Kyndryl Holdings, Inc.
This page
|
141 | $1,594 | |
| 5 | CIFR |
Cipher Digital Inc.
|
17 | $416 | |
| 6 | HCKT |
Hackett Group, Inc.
|
30 | $323 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
1 | $25 |
All Filings in KD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594 | 141 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,010 | 151 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,534 | 151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,965 | 166 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,212 | 166 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,124 | 177 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,067 | 177 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,656 | 177 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,896 | 271 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,631 | 271 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $4,514 | 299 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $2,762 | 208 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $767 | 52 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,124 | 281 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,090 | 316 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $3,891 | 215 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||