Brighton Jones LLC’s Klaviyo KVYO Stock Holding History

Brighton Jones LLC’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	–	Sell	-16,061	Closed	-$313K	–	1454
2026 Q1	$313K	Buy	+16,061	New	+$345K	0.01%	912

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brighton Jones LLC's KVYO Position: Q2 2026 in Review

Brighton Jones LLC sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 16,061 shares — an estimated $313K sold.

Brighton Jones LLC first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $313K in Q1 2026. 116 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Brighton Jones LLC reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
Brighton Jones LLC sold 16,061 Klaviyo shares in Q2 2026, an estimated $313K.
Brighton Jones LLC first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
Brighton Jones LLC's Klaviyo position peaked at $313K in Q1 2026.
116 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.