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WhitTier Trust Company’s Klaviyo KVYO Stock Holding History

WhitTier Trust Company’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 		$4.68K Hold
272
– – ﹤0.01% 1180
2026
Q1 		$5.22K Buy
272
+148
+119% +$3.17K ﹤0.01% 1145
2025
Q4 		$3.6K Buy
124
+41
+49% +$1.15K ﹤0.01% 1114
2025
Q3 		$2.15K Hold
83
– – ﹤0.01% 1167
2025
Q2 		$2.79K Buy
+83
New +$2.63K ﹤0.01% 1280

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

WhitTier Trust Company's KVYO Position: Q2 2026 in Review

WhitTier Trust Company held its Klaviyo (KVYO) position steady in Q2 2026 at 272 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

WhitTier Trust Company first reported a position in KVYO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.22K in Q1 2026. 95 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • WhitTier Trust Company held 272 shares of Klaviyo worth $4.68K as of Q2 2026.
  • WhitTier Trust Company left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1180 holding.
  • WhitTier Trust Company first reported a position in Klaviyo in Q2 2025 and has held it in 5 quarters since.
  • WhitTier Trust Company's Klaviyo position peaked at $5.22K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.