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Capital Advisors Ltd’s Klaviyo KVYO Stock Holding History

Capital Advisors Ltd’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
-42
Closed -$1K – 1484
2026
Q1 		$1K Buy
+42
New +$901 ﹤0.01% 1245

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
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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Capital Advisors Ltd's KVYO Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 42 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $1K in Q1 2026. 15 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 42 Klaviyo shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • Capital Advisors Ltd's Klaviyo position peaked at $1K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.