Position in KD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$17,055
-$3,713 QoQ
Shares Held
1,508
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 663 holders
Holding Since
Dec 2021
19 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, 2026MONTAG A & ASSOCIATES INC holds $9,540,090 across 7 Information Technology Services names. KD ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
17,261 | $4,853,965 | |
| 2 | CDW |
CDW Corp
|
22,588 | $3,176,776 | |
| 3 | ACN |
Accenture plc
|
11,612 | $1,444,997 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
300 | $41,085 | |
| 5 | KD |
Kyndryl Holdings, Inc.
This page
|
1,508 | $17,055 | |
| 6 | VRRM |
VERRA MOBILITY Corp
|
1,135 | $4,823 | |
| 7 | CACI |
Caci International Inc /De/
|
3 | $1,389 |
All Filings in KD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,055 | 1,508 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,768 | 1,583 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $42,044 | 1,583 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $47,537 | 1,583 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $55,303 | 1,318 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $45,247 | 1,441 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $45,360 | 1,311 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $33,160 | 1,443 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $37,754 | 1,435 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $31,660 | 1,455 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $31,357 | 1,509 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,785 | 1,509 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $27,303 | 2,056 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $30,346 | 2,056 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,862 | 2,056 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $19,120 | 2,312 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $22,122 | 2,262 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $45,355 | 3,457 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $62,517 | 3,454 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||