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Moody National Bank Trust Division’s Klaviyo KVYO Stock Holding History

Moody National Bank Trust Division’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 		– Sell
-41,056
Closed -$1.33M – 519
2025
Q4 		$1.33M Buy
41,056
+16,250
+66% +$455K 0.13% 157
2025
Q3 		$687K Sell
24,806
-10,400
-30% -$336K 0.06% 309
2025
Q2 		$1.18M Buy
+35,206
New +$1.12M 0.11% 207
2024
Q2 		– Sell
-15,639
Closed -$398K – 465
2024
Q1 		$398K Buy
15,639
+7,316
+88% +$195K 0.03% 359
2023
Q4 		$231K Buy
+8,323
New +$246K 0.02% 436

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

Moody National Bank Trust Division's KVYO Position: Q1 2026 in Review

Moody National Bank Trust Division sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 41,056 shares — an estimated $1.33M sold.

Moody National Bank Trust Division first reported a position in KVYO in Q4 2023 and held it in 5 quarters. The position peaked at $1.33M in Q4 2025. 265 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Moody National Bank Trust Division reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 41,056 Klaviyo shares in Q1 2026, an estimated $1.33M.
  • Moody National Bank Trust Division first reported a position in Klaviyo in Q4 2023 and held it in 5 quarters.
  • Moody National Bank Trust Division's Klaviyo position peaked at $1.33M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Moody National Bank Trust Division's 13F filing for Q1 2026, filed 9 Apr 2026.