PFBT
KVYO icon

Parkside Financial Bank & Trust’s Klaviyo KVYO Stock Holding History

Parkside Financial Bank & 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
Q2 		$3.08K Buy
+204
New +$3.38K ﹤0.01% 2044

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Parkside Financial Bank & Trust's KVYO Position: Q2 2026 in Review

Parkside Financial Bank & Trust opened a new position in Klaviyo (KVYO) in Q2 2026: 204 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #2044 among its holdings.

277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Parkside Financial Bank & Trust held 204 shares of Klaviyo worth $3.08K as of Q2 2026.
  • Klaviyo was a new Parkside Financial Bank & Trust position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2044 holding.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.