MassMutual Private Wealth & Trust
KVYO icon

MassMutual Private Wealth & Trust’s Klaviyo KVYO Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$440 Hold
28
– – ﹤0.01% 2226
2026
Q2 		$423 Buy
+28
New +$464 ﹤0.01% 2298

Other funds holding KVYO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust's KVYO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Klaviyo (KVYO) position steady in Q3 2026 at 28 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

MassMutual Private Wealth & Trust first reported a position in KVYO in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

  • MassMutual Private Wealth & Trust held 28 shares of Klaviyo worth $440 as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Klaviyo share count unchanged in Q3 2026.
  • Klaviyo made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2226 holding.
  • MassMutual Private Wealth & Trust first reported a position in Klaviyo in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.