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International Assets Investment Management’s Klaviyo KVYO Stock Holding History

International Assets Investment Management’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
-250
Closed -$4.87K – 2408
2026
Q1 		$4.87K Buy
+250
New +$5.36K ﹤0.01% 1846

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

International Assets Investment Management's KVYO Position: Q2 2026 in Review

International Assets Investment Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 250 shares — an estimated $4.87K sold.

International Assets Investment Management first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $4.87K in Q1 2026. 95 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • International Assets Investment Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • International Assets Investment Management sold 250 Klaviyo shares in Q2 2026, an estimated $4.87K.
  • International Assets Investment Management first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • International Assets Investment Management's Klaviyo position peaked at $4.87K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.