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TFC Financial Management’s Klaviyo KVYO Stock Holding History

TFC Financial Management’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
-904
Closed -$27.4K – 1035
2025
Q1 		$27.4K Buy
+904
New +$36.5K ﹤0.01% 297

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFC Financial Management's KVYO Position: Q2 2025 in Review

TFC Financial Management sold out of Klaviyo (KVYO) in Q2 2025, closing a stake of 904 shares — an estimated $27.4K sold.

TFC Financial Management first reported a position in KVYO in Q1 2025 and held it in 1 quarter. The position peaked at $27.4K in Q1 2025. 254 funds tracked by Wall St. Rank hold KVYO as of Q2 2025.

  • TFC Financial Management reported no remaining Klaviyo position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 904 Klaviyo shares in Q2 2025, an estimated $27.4K.
  • TFC Financial Management first reported a position in Klaviyo in Q1 2025 and held it in 1 quarter.
  • TFC Financial Management's Klaviyo position peaked at $27.4K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Klaviyo as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.