Washington Trust Advisors’s Klaviyo KVYO Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-198	Closed	-$5.48K	–	644
2025 Q3	$5.48K	Buy	+198	New	+$6.39K	﹤0.01%	604

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Washington Trust Advisors's KVYO Position: Q4 2025 in Review

Washington Trust Advisors sold out of Klaviyo (KVYO) in Q4 2025, closing a stake of 198 shares — an estimated $5.48K sold.

Washington Trust Advisors first reported a position in KVYO in Q3 2025 and held it in 1 quarter. The position peaked at $5.48K in Q3 2025. 261 funds tracked by Wall St. Rank hold KVYO as of Q4 2025.

Washington Trust Advisors reported no remaining Klaviyo position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 198 Klaviyo shares in Q4 2025, an estimated $5.48K.
Washington Trust Advisors first reported a position in Klaviyo in Q3 2025 and held it in 1 quarter.
Washington Trust Advisors's Klaviyo position peaked at $5.48K in Q3 2025.
261 funds tracked by Wall St. Rank held Klaviyo as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.