Bleakley Financial Group’s KalVista Pharmaceuticals KALV Stock Holding History

Bleakley Financial Group’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	-12,954	Closed	-$261K	–	965
2026 Q1	$261K	Sell	12,954 -3,022	-19%	-$48.7K	﹤0.01%	725
2025 Q4	$258K	Buy	+15,976	New	+$212K	﹤0.01%	664

Other funds holding KALV

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

Bleakley Financial Group's KALV Position: Q2 2026 in Review

Bleakley Financial Group sold out of KalVista Pharmaceuticals (KALV) in Q2 2026, closing a stake of 12,954 shares — an estimated $261K sold.

Bleakley Financial Group first reported a position in KALV in Q4 2025 and held it in 2 quarters. The position peaked at $261K in Q1 2026. 1 fund tracked by Wall St. Rank holds KALV as of Q2 2026.

Bleakley Financial Group reported no remaining KalVista Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
Bleakley Financial Group sold 12,954 KalVista Pharmaceuticals shares in Q2 2026, an estimated $261K.
Bleakley Financial Group first reported a position in KalVista Pharmaceuticals in Q4 2025 and held it in 2 quarters.
Bleakley Financial Group's KalVista Pharmaceuticals position peaked at $261K in Q1 2026.
1 fund tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.