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CoreCap Advisors’s Klaviyo KVYO Stock Holding History

CoreCap Advisors’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 		$891 Hold
59
– – ﹤0.01% 2724
2026
Q1 		$1.15K Hold
59
– – ﹤0.01% 2515
2025
Q4 		$1.92K Buy
+59
New +$1.65K ﹤0.01% 2487

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CoreCap Advisors's KVYO Position: Q2 2026 in Review

CoreCap Advisors held its Klaviyo (KVYO) position steady in Q2 2026 at 59 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

CoreCap Advisors first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92K in Q4 2025. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • CoreCap Advisors held 59 shares of Klaviyo worth $891 as of Q2 2026.
  • CoreCap Advisors left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2724 holding.
  • CoreCap Advisors first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's Klaviyo position peaked at $1.92K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.