Position in KD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,086
+$6,895 QoQ
Shares Held
715
+685.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#375
of 665 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,185,476 across 11 Information Technology Services names. KD ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,975 | $1,117,809 | |
| 2 | GIB |
Cgi Inc
|
306 | $19,758 | |
| 3 | CDW |
CDW Corp
|
121 | $17,017 | |
| 4 | SAIC |
Science Applications International Corp
|
86 | $9,495 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
233 | $9,024 | |
| 6 | KD |
Kyndryl Holdings, Inc.
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|
715 | $8,086 | |
| 7 | PSN |
Parsons Corp
|
50 | $2,619 | |
| 8 | INFY |
Infosys Ltd
|
135 | $1,416 |
All Filings in KD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,086 | 715 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,191 | 91 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,236 | 122 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $3,661 | 122 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $5,114 | 122 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $2,166 | 69 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $2,385 | 69 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||