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EverSource Wealth Advisors’s Kyverna Therapeutics KYTX Stock Holding History

EverSource Wealth Advisors’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 		$1.2K Hold
135
– – ﹤0.01% 3904
2026
Q1 		$1.17K Sell
135
-28
-17% -$233 ﹤0.01% 3802
2025
Q4 		$1.53K Sell
163
-37
-19% -$275 ﹤0.01% 3589
2025
Q3 		$1.2K Buy
200
+55
+38% +$220 ﹤0.01% 3706
2025
Q2 		$445 Sell
145
-370
-72% -$915 ﹤0.01% 3922
2025
Q1 		$994 Buy
+515
New +$1.52K ﹤0.01% 3232

Other funds holding KYTX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

EverSource Wealth Advisors's KYTX Position: Q2 2026 in Review

EverSource Wealth Advisors held its Kyverna Therapeutics (KYTX) position steady in Q2 2026 at 135 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

EverSource Wealth Advisors first reported a position in KYTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53K in Q4 2025. 21 funds tracked by Wall St. Rank hold KYTX as of Q2 2026.

  • EverSource Wealth Advisors held 135 shares of Kyverna Therapeutics worth $1.2K as of Q2 2026.
  • EverSource Wealth Advisors left its Kyverna Therapeutics share count unchanged in Q2 2026.
  • Kyverna Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3904 holding.
  • EverSource Wealth Advisors first reported a position in Kyverna Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Kyverna Therapeutics position peaked at $1.53K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.