AF
KALV

Allworth Financial’s KalVista Pharmaceuticals KALV Stock Holding History

Allworth Financial’s Portfolio KALV Stock Details KALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5K Buy
573
+310
+118% +$5K ﹤0.01% 3403
2025
Q4 		$4.25K Buy
263
+116
+79% +$1.54K ﹤0.01% 3807
2025
Q3 		$1.79K Buy
147
+102
+227% +$1.41K ﹤0.01% 4061
2025
Q2 		$509 Buy
45
+14
+45% +$171 ﹤0.01% 4132
2025
Q1 		$400 Buy
+31
New +$316 ﹤0.01% 3743
2023
Q4 		– Sell
-27
Closed -$261 – 3547
2023
Q3 		$261 Buy
+27
New +$276 ﹤0.01% 3195

Other funds holding KALV

VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allworth Financial's KALV Position: Q1 2026 in Review

Allworth Financial increased its KalVista Pharmaceuticals (KALV) stake by 118% in Q1 2026, buying an estimated $5K and bringing the position to 573 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Allworth Financial first reported a position in KALV in Q3 2023 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.

  • Allworth Financial held 573 shares of KalVista Pharmaceuticals worth $11.5K as of Q1 2026.
  • Allworth Financial bought 310 KalVista Pharmaceuticals shares in Q1 2026, an estimated $5K.
  • KalVista Pharmaceuticals made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3403 holding.
  • Allworth Financial first reported a position in KalVista Pharmaceuticals in Q3 2023 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.