Dunhill Financial’s Klaviyo KVYO Stock Holding History

Dunhill Financial’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	-2	Closed	-$45	–	1772
2026 Q1	$45	Hold	2	–	–	﹤0.01%	1635
2025 Q4	$75	Buy	+2	New	+$56	﹤0.01%	1503

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dunhill Financial's KVYO Position: Q2 2026 in Review

Dunhill Financial sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 2 shares — an estimated $45 sold.

Dunhill Financial first reported a position in KVYO in Q4 2025 and held it in 2 quarters. The position peaked at $75 in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Dunhill Financial reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
Dunhill Financial sold 2 Klaviyo shares in Q2 2026, an estimated $45.
Dunhill Financial first reported a position in Klaviyo in Q4 2025 and held it in 2 quarters.
Dunhill Financial's Klaviyo position peaked at $75 in Q4 2025.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.