Smallwood Wealth Investment Management, LLC

Position in KD — Kyndryl Holdings, Inc.

CIK 1921304 RED BANK, NJ

Back to KD Full portfolio

Position in KD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$373

-$59 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#577

of 665 holders

Holding Since

Mar 2025

6 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, 2026

Smallwood Wealth Investment Management, LLC holds $2,085,947 across 5 Information Technology Services names. KD ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	5,831	$1,639,735
2	BR	Broadridge Financial Solutions, Inc.	3,254	$445,635
3	KD	Kyndryl Holdings, Inc. This page	33	$373
4	DXC	DXC Technology Co	13	$115
5	VYX	NCR Voyix Corp	11	$89

All Filings in KD

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373	33	0.0%	Shares	Sole	2026-07-23
2026-03-31	$432	33	-31.2%	Shares	Sole	2026-04-22
2025-12-31	$1,274	48	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,441	48	0.0%	Shares	Sole	2025-10-17
2025-06-30	$2,014	48	0.0%	Shares	Sole	2025-10-03
2025-03-31	$1,507	48	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.