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Transamerica Financial Advisors’s Klaviyo KVYO Stock Holding History

Transamerica Financial Advisors’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 		$498 Buy
+33
New +$547 ﹤0.01% 1691

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Transamerica Financial Advisors's KVYO Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Klaviyo (KVYO) in Q2 2026: 33 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Transamerica Financial Advisors held 33 shares of Klaviyo worth $498 as of Q2 2026.
  • Klaviyo was a new Transamerica Financial Advisors position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1691 holding.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.