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
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 $144M AUM
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Charles Schwab's KYTX Position: Q1 2026 in Review

Charles Schwab increased its Kyverna Therapeutics (KYTX) stake by 68% in Q1 2026, buying an estimated $714K and bringing the position to 211,088 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Charles Schwab first reported a position in KYTX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2024. 111 funds tracked by Wall St. Rank hold KYTX as of Q1 2026.

  • Charles Schwab held 211,088 shares of Kyverna Therapeutics worth $1.82M as of Q1 2026.
  • Charles Schwab bought 85,662 Kyverna Therapeutics shares in Q1 2026, an estimated $714K.
  • Kyverna Therapeutics made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2742 holding.
  • Charles Schwab first reported a position in Kyverna Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • Charles Schwab's Kyverna Therapeutics position peaked at $2.11M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.