Position in KD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,792
-$2,297 QoQ
Shares Held
689
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 661 holders
Holding Since
Sep 2023
12 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, 2026Fortis Group Advisors, LLC holds $2,968,083 across 8 Information Technology Services names. KD ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
9,493 | $2,669,526 | |
| 2 | BBAI |
BigBear.ai Holdings, Inc.
|
76,597 | $281,110 | |
| 3 | KD |
Kyndryl Holdings, Inc.
This page
|
689 | $7,792 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
53 | $7,258 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
8 | $1,101 | |
| 6 | VYX |
NCR Voyix Corp
|
126 | $1,029 | |
| 7 | DXC |
DXC Technology Co
|
27 | $238 | |
| 8 | CNDT |
CONDUENT Inc
|
20 | $29 |
All Filings in KD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,792 | 689 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,089 | 769 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,424 | 769 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,093 | 769 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $32,267 | 769 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,146 | 769 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $27,680 | 800 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $18,384 | 800 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $21,048 | 800 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,408 | 800 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,241 | 1,600 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $12,077 | 800 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||