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Merit Financial Group’s Klaviyo KVYO Stock Holding History

Merit Financial Group’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 		$161K Buy
10,695
+189
+2% +$3.13K ﹤0.01% 2157
2026
Q1 		$204K Buy
+10,506
New +$225K ﹤0.01% 1914

Other funds holding KVYO

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
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFS
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

Merit Financial Group's KVYO Position: Q2 2026 in Review

Merit Financial Group increased its Klaviyo (KVYO) stake by 1.8% in Q2 2026, buying an estimated $3.13K and bringing the position to 10,695 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

Merit Financial Group first reported a position in KVYO in Q1 2026 and has held it in 2 quarters since. The position peaked at $204K in Q1 2026. 23 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Merit Financial Group held 10,695 shares of Klaviyo worth $161K as of Q2 2026.
  • Merit Financial Group bought 189 Klaviyo shares in Q2 2026, an estimated $3.13K.
  • Klaviyo made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2157 holding.
  • Merit Financial Group first reported a position in Klaviyo in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Klaviyo position peaked at $204K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.