Allworth Financial
KVYO icon

Allworth Financial’s Klaviyo KVYO Stock Holding History

Allworth Financial’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5K Sell
761
-1,091
-59% -$18.1K ﹤0.01% 3617
2026
Q1 		$36K Buy
1,852
+1,472
+387% +$31.6K ﹤0.01% 2568
2025
Q4 		$12.3K Buy
380
+185
+95% +$5.18K ﹤0.01% 3124
2025
Q3 		$5.4K Buy
195
+143
+275% +$4.62K ﹤0.01% 3508
2025
Q2 		$1.75K Sell
52
-11
-17% -$348 ﹤0.01% 3766
2025
Q1 		$1.82K Buy
+63
New +$2.54K ﹤0.01% 3243

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allworth Financial's KVYO Position: Q2 2026 in Review

Allworth Financial reduced its Klaviyo (KVYO) stake by 59% in Q2 2026, selling an estimated $18.1K and leaving 761 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

Allworth Financial first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $36K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Allworth Financial held 761 shares of Klaviyo worth $11.5K as of Q2 2026.
  • Allworth Financial sold 1,091 Klaviyo shares in Q2 2026, an estimated $18.1K.
  • Klaviyo made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3617 holding.
  • Allworth Financial first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Allworth Financial's Klaviyo position peaked at $36K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.