IFP Advisors
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IFP Advisors’s Kyverna Therapeutics KYTX Stock Holding History

IFP 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
Q3 		$197K Buy
29,000
+16,500
+132% +$130K ﹤0.01% 1540
2026
Q2 		$111K Buy
+12,500
New +$111K ﹤0.01% 1910
2025
Q4 		– Sell
-16
Closed -$96 – 5061
2025
Q3 		$96 Hold
16
– – ﹤0.01% 4551
2025
Q2 		$49 Buy
16
+14
+700% +$35 ﹤0.01% 4802
2025
Q1 		$4 Hold
2
– – ﹤0.01% 4275
2024
Q4 		$7 Buy
+2
New +$10 ﹤0.01% 4552

Other funds holding KYTX

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's KYTX Position: Q3 2026 in Review

IFP Advisors increased its Kyverna Therapeutics (KYTX) stake by 132% in Q3 2026, buying an estimated $130K and bringing the position to 29,000 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

IFP Advisors first reported a position in KYTX in Q4 2024 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold KYTX as of Q3 2026.

  • IFP Advisors held 29,000 shares of Kyverna Therapeutics worth $197K as of Q3 2026.
  • IFP Advisors bought 16,500 Kyverna Therapeutics shares in Q3 2026, an estimated $130K.
  • Kyverna Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1540 holding.
  • IFP Advisors first reported a position in Kyverna Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.