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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
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

GGI
GordonMD Global Investments Beverely Hills, California $144M AUM
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

Phoenix Wealth Advisors's KYTX Position: Q1 2026 in Review

Phoenix Wealth Advisors increased its Kyverna Therapeutics (KYTX) stake by 61% in Q1 2026, buying an estimated $62.5K and bringing the position to 19,800 shares worth $171K. The position accounts for 0.07% of the portfolio, ranked #124.

Phoenix Wealth Advisors first reported a position in KYTX in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold KYTX as of Q1 2026.

  • Phoenix Wealth Advisors held 19,800 shares of Kyverna Therapeutics worth $171K as of Q1 2026.
  • Phoenix Wealth Advisors bought 7,500 Kyverna Therapeutics shares in Q1 2026, an estimated $62.5K.
  • Kyverna Therapeutics made up 0.07% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Phoenix Wealth Advisors first reported a position in Kyverna Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.