INDEPENDENT FINANCIAL GROUP, LLC

Position in KD — Kyndryl Holdings, Inc.

CIK 275484 SAN DIEGO, CA

Position in KD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$269,766

-$53,668 QoQ

Shares Held

23,852

-3.2% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#223

of 669 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $9,732,859 across 4 Information Technology Services names. KD ranks #2 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	32,302	$9,083,645
2	KD	Kyndryl Holdings, Inc. This page	23,852	$269,766
3	FIS	Fidelity National Information Services, Inc.	6,501	$252,758
4	TSSI	TSS, Inc.	10,300	$126,690

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,766	23,852	-3.2%	Shares	Sole	2026-07-15
2026-03-31	$323,434	24,652	+24.8%	Shares	Sole	2026-05-15
2025-12-31	$524,639	19,753	+5.5%	Shares	Sole	2026-05-15
2025-09-30	$562,341	18,726	+10.3%	Shares	Sole	2026-05-15
2025-06-30	$712,103	16,971	-0.4%	Shares	Sole	2026-05-15
2025-03-31	$535,275	17,047	-1.2%	Shares	Sole	2026-05-19
2024-12-31	$597,230	17,261	+1.7%	Shares	Sole	2026-06-12
2024-09-30	$389,878	16,966	0.0%	Shares	Sole	2026-06-12
2024-06-30	$446,375	16,966	-0.1%	Shares	Sole	2026-06-12
2024-03-31	$369,376	16,975	-0.7%	Shares	Sole	2026-06-12
2023-12-31	$355,213	17,094	-1.4%	Shares	Sole	2026-06-12
2023-09-30	$261,713	17,332	-0.3%	Shares	Sole	2026-06-12
2023-06-30	$230,952	17,391	-10.4%	Shares	Sole	2026-06-12
2023-03-31	$286,344	19,400	+5.8%	Shares	Sole	2026-06-12
2022-12-31	$203,940	18,340	+3.3%	Shares	Sole	2026-06-15
2022-09-30	$146,775	17,748	-0.5%	Shares	Sole	2026-06-15
2022-06-30	$174,416	17,834	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.