Allworth Financial’s Palvella Therapeutics PVLA Stock Holding History

Allworth Financial’s Portfolio PVLA Stock Details PVLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14K	Sell	14 -3	-18%	-$364	﹤0.01%	4486
2026 Q1	$2.12K	Buy	17 +12	+240%	+$1.25K	﹤0.01%	4336
2025 Q4	$524	Hold	5	–	–	﹤0.01%	4516
2025 Q3	$314	Hold	5	–	–	﹤0.01%	4538
2025 Q2	$113	Hold	5	–	–	﹤0.01%	4387
2025 Q1	$128	Hold	5	–	–	﹤0.01%	3931
2024 Q4	$66	Hold	5	–	–	﹤0.01%	3861
2024 Q3	$83	Hold	5	–	–	﹤0.01%	3668
2024 Q2	$37	Buy	5 +1	+25%	+$11	﹤0.01%	3636
2024 Q1	$65	Hold	4	–	–	﹤0.01%	3524
2023 Q4	$64	Hold	4	–	–	﹤0.01%	3362
2023 Q3	$105	Hold	4	–	–	﹤0.01%	3342
2023 Q2	$58	Hold	4	–	–	﹤0.01%	3188
2023 Q1	$342	Buy	+4	New	+$463	﹤0.01%	2914

Other funds holding PVLA

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Allworth Financial's PVLA Position: Q2 2026 in Review

Allworth Financial reduced its Palvella Therapeutics (PVLA) stake by 18% in Q2 2026, selling an estimated $364 and leaving 14 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #4486.

Allworth Financial first reported a position in PVLA in Q1 2023 and has held it in 14 quarters since. 197 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

Allworth Financial held 14 shares of Palvella Therapeutics worth $2.14K as of Q2 2026.
Allworth Financial sold 3 Palvella Therapeutics shares in Q2 2026, an estimated $364.
Palvella Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4486 holding.
Allworth Financial first reported a position in Palvella Therapeutics in Q1 2023 and has held it in 14 quarters since.
197 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

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