Position in KD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,313
-$531 QoQ
Shares Held
293
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 663 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026PlanVest Financial, Inc holds $748,910 across 8 Information Technology Services names. KD ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,511 | $706,118 | |
| 2 | ACN |
Accenture plc
|
156 | $19,412 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
271 | $10,495 | |
| 4 | CIFR |
Cipher Digital Inc.
|
300 | $7,350 | |
| 5 | KD |
Kyndryl Holdings, Inc.
This page
|
293 | $3,313 | |
| 6 | IT |
Gartner Inc
|
16 | $2,073 | |
| 7 | DXC |
DXC Technology Co
|
14 | $123 | |
| 8 | CNDT |
CONDUENT Inc
|
18 | $26 |
All Filings in KD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,313 | 293 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,844 | 293 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||