Phoenix Wealth Advisors
KYTX icon

Phoenix Wealth Advisors’s Kyverna Therapeutics KYTX Stock Holding History

Phoenix Wealth Advisors’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135K Hold
19,800
– – 0.04% 130
2026
Q2 		$176K Hold
19,800
– – 0.06% 127
2026
Q1 		$171K Buy
19,800
+7,500
+61% +$62.5K 0.07% 124
2025
Q4 		$116K Buy
12,300
+1,800
+17% +$13.4K 0.04% 125
2025
Q3 		$63K Hold
10,500
– – 0.02% 130
2025
Q2 		$32.2K Buy
+10,500
New +$26K 0.01% 124

Other funds holding KYTX

Gilead Sciences
Gilead Sciences Foster City, California $1.46B AUM 71.23% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Propel Bio Management
Propel Bio Management Los Angeles, California $189M AUM 71.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Phoenix Wealth Advisors's KYTX Position: Q3 2026 in Review

Phoenix Wealth Advisors held its Kyverna Therapeutics (KYTX) position steady in Q3 2026 at 19,800 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #130.

Phoenix Wealth Advisors first reported a position in KYTX in Q2 2025 and has held it in 6 quarters since. The position peaked at $176K in Q2 2026. 82 funds tracked by Wall St. Rank hold KYTX as of Q3 2026.

  • Phoenix Wealth Advisors held 19,800 shares of Kyverna Therapeutics worth $135K as of Q3 2026.
  • Phoenix Wealth Advisors left its Kyverna Therapeutics share count unchanged in Q3 2026.
  • Kyverna Therapeutics made up 0.04% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • Phoenix Wealth Advisors first reported a position in Kyverna Therapeutics in Q2 2025 and has held it in 6 quarters since.
  • Phoenix Wealth Advisors's Kyverna Therapeutics position peaked at $176K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.