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KVYO icon

SVB Wealth’s Klaviyo KVYO Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-4,400
Closed -$133K – 1111
2025
Q1 		$133K Buy
+4,400
New +$177K 0.01% 363
2024
Q2 		– Sell
-11,724
Closed -$299K – 789
2024
Q1 		$299K Buy
+11,724
New +$313K 0.01% 638

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WRCM
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SCV
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BlackRock
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Federated Hermes
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Capital Research Global Investors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return