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 Q2	–	Sell	-573	Closed	-$11.5K	–	5295
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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's KALV Position: Q2 2026 in Review

Allworth Financial sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 573 shares — an estimated $11.5K sold.

Allworth Financial first reported a position in KALV in Q3 2023 and held it in 6 quarters. The position peaked at $11.5K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Allworth Financial reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 573 KalVista Pharmaceuticals shares in Q2 2026, an estimated $11.5K.
Allworth Financial first reported a position in KalVista Pharmaceuticals in Q3 2023 and held it in 6 quarters.
Allworth Financial's KalVista Pharmaceuticals position peaked at $11.5K in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.