Avion Wealth’s Klaviyo KVYO Stock Holding History

Avion Wealth’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 Q3	–	Sell	-34	Closed	–	–	1567
2026 Q2	$0	Sell	34 -22	-39%	-$365	﹤0.01%	1591
2026 Q1	$1K	Buy	56 +38	+211%	+$815	﹤0.01%	1074
2025 Q4	$0	Buy	+18	New	+$504	﹤0.01%	1429

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Avion Wealth's KVYO Position: Q3 2026 in Review

Avion Wealth sold out of Klaviyo (KVYO) in Q3 2026, closing a stake of 34 shares.

Avion Wealth first reported a position in KVYO in Q4 2025 and held it in 3 quarters. The position peaked at $1K in Q1 2026. 77 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Avion Wealth reported no remaining Klaviyo position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 34 Klaviyo shares in Q3 2026.
Avion Wealth first reported a position in Klaviyo in Q4 2025 and held it in 3 quarters.
Avion Wealth's Klaviyo position peaked at $1K in Q1 2026.
77 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.