Mayflower Financial Advisors’s Klaviyo KVYO Stock Holding History

Mayflower Financial Advisors’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	$3.42M	Sell	226,700 -29	-0%	-$481	0.3%	86
2026 Q1	$4.41M	Buy	226,729 +29	+0%	+$622	0.54%	50
2025 Q4	$7.36M	Sell	226,700 -6,455	-3%	-$181K	0.89%	25
2025 Q3	$6.46M	Hold	233,155	–	–	0.81%	27
2025 Q2	$7.83M	Sell	233,155 -198,274	-46%	-$6.28M	1.09%	19
2025 Q1	$13.1M	Hold	431,429	–	–	1.99%	6
2024 Q4	$17.8M	Sell	431,429 -253,519	-37%	-$9.68M	2.66%	5
2024 Q3	$24.2M	Buy	684,948 +441,500	+181%	+$12.8M	3.65%	2
2024 Q2	$6.06M	Hold	243,448	–	–	1%	19
2024 Q1	$6.2M	Buy	+243,448	New	+$6.5M	1.04%	17

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return