BP
KVYO icon

Ballentine Partners’s Klaviyo KVYO Stock Holding History

Ballentine Partners’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 		$175K Buy
11,596
+479
+4% +$7.94K ﹤0.01% 1017
2026
Q1 		$216K Buy
11,117
+970
+10% +$20.8K ﹤0.01% 904
2025
Q4 		$329K Sell
10,147
-115
-1% -$3.22K ﹤0.01% 678
2025
Q3 		$284K Hold
10,262
– – ﹤0.01% 742
2025
Q2 		$345K Buy
+10,262
New +$325K 0.01% 628

Other funds holding KVYO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ballentine Partners's KVYO Position: Q2 2026 in Review

Ballentine Partners increased its Klaviyo (KVYO) stake by 4.3% in Q2 2026, buying an estimated $7.94K and bringing the position to 11,596 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Ballentine Partners first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $345K in Q2 2025. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Ballentine Partners held 11,596 shares of Klaviyo worth $175K as of Q2 2026.
  • Ballentine Partners bought 479 Klaviyo shares in Q2 2026, an estimated $7.94K.
  • Klaviyo made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1017 holding.
  • Ballentine Partners first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Klaviyo position peaked at $345K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.