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Salem Investment Counselors’s Klaviyo KVYO Stock Holding History

Salem Investment Counselors’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 		$32.5K Hold
2,150
– – ﹤0.01% 695
2026
Q1 		$41.8K Buy
+2,150
New +$46.1K ﹤0.01% 631
2025
Q4 		– Sell
-2,150
Closed -$59.5K – 813
2025
Q3 		$59.5K Hold
2,150
– – ﹤0.01% 568
2025
Q2 		$72.2K Sell
2,150
-200
-9% -$6.34K ﹤0.01% 520
2025
Q1 		$71.1K Hold
2,350
– – ﹤0.01% 511
2024
Q4 		$96.9K Hold
2,350
– – ﹤0.01% 462
2024
Q3 		$83.1K Hold
2,350
– – ﹤0.01% 482
2024
Q2 		$58.5K Hold
2,350
– – ﹤0.01% 532
2024
Q1 		$59.9K Buy
2,350
+1,450
+161% +$38.7K ﹤0.01% 521
2023
Q4 		$25K Buy
+900
New +$26.6K ﹤0.01% 660

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Salem Investment Counselors's KVYO Position: Q2 2026 in Review

Salem Investment Counselors held its Klaviyo (KVYO) position steady in Q2 2026 at 2,150 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Salem Investment Counselors first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. The position peaked at $96.9K in Q4 2024. 95 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Salem Investment Counselors held 2,150 shares of Klaviyo worth $32.5K as of Q2 2026.
  • Salem Investment Counselors left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #695 holding.
  • Salem Investment Counselors first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
  • Salem Investment Counselors's Klaviyo position peaked at $96.9K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.