Jones Financial Companies
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Jones Financial Companies’s Klaviyo KVYO Stock Holding History

Jones Financial Companies’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
Q1 		$157K Buy
8,394
+8,214
+4,563% +$176K ﹤0.01% 2487
2025
Q4 		$5.84K Sell
180
-425
-70% -$11.9K ﹤0.01% 3436
2025
Q3 		$19.2K Buy
605
+294
+95% +$9.49K ﹤0.01% 2824
2025
Q2 		$10.3K Hold
311
– – ﹤0.01% 2870
2025
Q1 		$9.65K Buy
311
+90
+41% +$3.63K ﹤0.01% 2721
2024
Q4 		$9.11K Buy
+221
New +$8.44K ﹤0.01% 2560

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies's KVYO Position: Q1 2026 in Review

Jones Financial Companies increased its Klaviyo (KVYO) stake by 4,563% in Q1 2026, buying an estimated $176K and bringing the position to 8,394 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Jones Financial Companies first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Jones Financial Companies held 8,394 shares of Klaviyo worth $157K as of Q1 2026.
  • Jones Financial Companies bought 8,214 Klaviyo shares in Q1 2026, an estimated $176K.
  • Klaviyo made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2487 holding.
  • Jones Financial Companies first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.