Charles Schwab
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Charles Schwab’s Kyverna Therapeutics KYTX Stock Holding History

Charles Schwab’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 		$2.85M Buy
319,666
+108,578
+51% +$964K ﹤0.01% 2664
2026
Q1 		$1.82M Buy
211,088
+85,662
+68% +$714K ﹤0.01% 2742
2025
Q4 		$1.18M Sell
125,426
-152
-0.1% -$1.13K ﹤0.01% 2871
2025
Q3 		$753K Buy
125,578
+6,972
+6% +$27.9K ﹤0.01% 3043
2025
Q2 		$364K Sell
118,606
-46,764
-28% -$116K ﹤0.01% 3256
2025
Q1 		$319K Sell
165,370
-4,410
-3% -$13K ﹤0.01% 3190
2024
Q4 		$635K Buy
169,780
+3,145
+2% +$15.1K ﹤0.01% 3069
2024
Q3 		$815K Buy
166,635
+41,558
+33% +$320K ﹤0.01% 2985
2024
Q2 		$938K Buy
125,077
+40,197
+47% +$614K ﹤0.01% 2959
2024
Q1 		$2.11M Buy
+84,880
New +$2.37M ﹤0.01% 2579

Other funds holding KYTX

GGI
GordonMD Global Investments Beverely Hills, California $207M AUM
GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Charles Schwab's KYTX Position: Q2 2026 in Review

Charles Schwab increased its Kyverna Therapeutics (KYTX) stake by 51% in Q2 2026, buying an estimated $964K and bringing the position to 319,666 shares worth $2.85M. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Charles Schwab first reported a position in KYTX in Q1 2024 and has held it in 10 quarters since. 120 funds tracked by Wall St. Rank hold KYTX as of Q2 2026.

  • Charles Schwab held 319,666 shares of Kyverna Therapeutics worth $2.85M as of Q2 2026.
  • Charles Schwab bought 108,578 Kyverna Therapeutics shares in Q2 2026, an estimated $964K.
  • Kyverna Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2664 holding.
  • Charles Schwab first reported a position in Kyverna Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • 120 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.