Farther Finance Advisors’s Klaviyo KVYO Stock Holding History

Farther Finance 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 Q3	$22.8K	Buy	1,447 +31	+2%	+$543	﹤0.01%	4046
2026 Q2	$21.4K	Sell	1,416 -2,396	-63%	-$39.7K	﹤0.01%	3917
2026 Q1	$74.1K	Buy	3,812 +329	+9%	+$7.06K	﹤0.01%	2729
2025 Q4	$113K	Buy	3,483 +3,375	+3,125%	+$94.5K	﹤0.01%	2264
2025 Q3	$2.99K	Buy	108 +99	+1,100%	+$3.2K	﹤0.01%	3976
2025 Q2	$302	Buy	+9	New	+$285	﹤0.01%	4136
2024 Q4	–	Sell	-634	Closed	-$22.4K	–	4085
2024 Q3	$22.4K	Buy	+634	New	+$18.4K	﹤0.01%	2037

Other funds holding KVYO

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Farther Finance Advisors's KVYO Position: Q3 2026 in Review

Farther Finance Advisors increased its Klaviyo (KVYO) stake by 2.2% in Q3 2026, buying an estimated $543 and bringing the position to 1,447 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4046.

Farther Finance Advisors first reported a position in KVYO in Q3 2024 and has held it in 7 quarters since. The position peaked at $113K in Q4 2025. 16 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Farther Finance Advisors held 1,447 shares of Klaviyo worth $22.8K as of Q3 2026.
Farther Finance Advisors bought 31 Klaviyo shares in Q3 2026, an estimated $543.
Klaviyo made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4046 holding.
Farther Finance Advisors first reported a position in Klaviyo in Q3 2024 and has held it in 7 quarters since.
Farther Finance Advisors's Klaviyo position peaked at $113K in Q4 2025.
16 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.