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Capital Advisors Inc’s Kyverna Therapeutics KYTX Stock Holding History

Capital Advisors Inc’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.1K Hold
10,000
– – ﹤0.01% 365
2026
Q1 		$86.3K Hold
10,000
– – ﹤0.01% 346
2025
Q4 		$94K Hold
10,000
– – ﹤0.01% 334
2025
Q3 		$60K Buy
+10,000
New +$40K ﹤0.01% 335

Other funds holding KYTX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

Capital Advisors Inc's KYTX Position: Q2 2026 in Review

Capital Advisors Inc held its Kyverna Therapeutics (KYTX) position steady in Q2 2026 at 10,000 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Capital Advisors Inc first reported a position in KYTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $94K in Q4 2025. 21 funds tracked by Wall St. Rank hold KYTX as of Q2 2026.

  • Capital Advisors Inc held 10,000 shares of Kyverna Therapeutics worth $89.1K as of Q2 2026.
  • Capital Advisors Inc left its Kyverna Therapeutics share count unchanged in Q2 2026.
  • Kyverna Therapeutics made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #365 holding.
  • Capital Advisors Inc first reported a position in Kyverna Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Capital Advisors Inc's Kyverna Therapeutics position peaked at $94K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.