Bank of America
KVYO icon

Bank of America’s Klaviyo KVYO Stock Holding History

Bank of America’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
Q1 		$32.8M Buy
1,686,770
+793,613
+89% +$17M ﹤0.01% 1960
2025
Q4 		$29M Buy
893,157
+303,467
+51% +$8.5M ﹤0.01% 1981
2025
Q3 		$16.3M Sell
589,690
-285,268
-33% -$9.21M ﹤0.01% 2801
2025
Q2 		$29.4M Sell
874,958
-568,255
-39% -$18M ﹤0.01% 2170
2025
Q1 		$43.7M Buy
1,443,213
+1,166,516
+422% +$47.1M ﹤0.01% 1712
2024
Q4 		$11.4M Buy
276,697
+21,425
+8% +$818K ﹤0.01% 2819
2024
Q3 		$9.03M Buy
255,272
+77,465
+44% +$2.25M ﹤0.01% 3173
2024
Q2 		$4.43M Buy
177,807
+3,362
+2% +$78.7K ﹤0.01% 3727
2024
Q1 		$4.44M Buy
174,445
+83,669
+92% +$2.24M ﹤0.01% 3730
2023
Q4 		$2.52M Buy
90,776
+69,695
+331% +$2.06M ﹤0.01% 4176
2023
Q3 		$727K Buy
+21,081
New +$723K ﹤0.01% 5043

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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America's KVYO Position: Q1 2026 in Review

Bank of America increased its Klaviyo (KVYO) stake by 89% in Q1 2026, buying an estimated $17M and bringing the position to 1,686,770 shares worth $32.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Bank of America first reported a position in KVYO in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.7M in Q1 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Bank of America held 1,686,770 shares of Klaviyo worth $32.8M as of Q1 2026.
  • Bank of America bought 793,613 Klaviyo shares in Q1 2026, an estimated $17M.
  • Klaviyo made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1960 holding.
  • Bank of America first reported a position in Klaviyo in Q3 2023 and has held it in 11 quarters since.
  • Bank of America's Klaviyo position peaked at $43.7M in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.