Krilogy Financial’s Klaviyo KVYO Stock Holding History

Krilogy Financial’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	-12,010	Closed	-$221K	–	1116
2026 Q1	$221K	Buy	+12,010	New	+$258K	0.01%	863

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Krilogy Financial's KVYO Position: Q2 2026 in Review

Krilogy Financial sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 12,010 shares — an estimated $221K sold.

Krilogy Financial first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Krilogy Financial reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 12,010 Klaviyo shares in Q2 2026, an estimated $221K.
Krilogy Financial first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
Krilogy Financial's Klaviyo position peaked at $221K in Q1 2026.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.