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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
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

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
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
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return

IFP Advisors's KYTX Position: Q2 2026 in Review

IFP Advisors opened a new position in Kyverna Therapeutics (KYTX) in Q2 2026: 12,500 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings. This is a return to the name: IFP Advisors previously reported a position in KYTX as recently as Q3 2025.

IFP Advisors first reported a position in KYTX in Q4 2024 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold KYTX as of Q2 2026.

  • IFP Advisors held 12,500 shares of Kyverna Therapeutics worth $111K as of Q2 2026.
  • Kyverna Therapeutics was a new IFP Advisors position in Q2 2026.
  • Kyverna Therapeutics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1910 holding.
  • IFP Advisors first reported a position in Kyverna Therapeutics in Q4 2024 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.