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TFC Financial Management’s Kyverna Therapeutics KYTX Stock Holding History

TFC Financial Management’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
Q2 		$2.67K Hold
300
– – ﹤0.01% 540
2026
Q1 		$2.59K Hold
300
– – ﹤0.01% 515
2025
Q4 		$2.82K Buy
+300
New +$2.23K ﹤0.01% 500

Other funds holding KYTX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
ACM
ACT Capital Management Wayne, Pennsylvania $153M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

TFC Financial Management's KYTX Position: Q2 2026 in Review

TFC Financial Management held its Kyverna Therapeutics (KYTX) position steady in Q2 2026 at 300 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

TFC Financial Management first reported a position in KYTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82K in Q4 2025. 21 funds tracked by Wall St. Rank hold KYTX as of Q2 2026.

  • TFC Financial Management held 300 shares of Kyverna Therapeutics worth $2.67K as of Q2 2026.
  • TFC Financial Management left its Kyverna Therapeutics share count unchanged in Q2 2026.
  • Kyverna Therapeutics made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #540 holding.
  • TFC Financial Management first reported a position in Kyverna Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • TFC Financial Management's Kyverna Therapeutics position peaked at $2.82K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.