Farther Finance Advisors
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Farther Finance Advisors’s Palvella Therapeutics PVLA Stock Holding History

Farther Finance Advisors’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
Q3 		$1.66K Sell
12
-1
-8% -$148 ﹤0.01% 5452
2026
Q2 		$1.99K Buy
13
+10
+333% +$1.21K ﹤0.01% 5171
2026
Q1 		$361 Sell
3
-16
-84% -$1.67K ﹤0.01% 5340
2025
Q4 		$1.99K Buy
19
+12
+171% +$1.02K ﹤0.01% 4694
2025
Q3 		$439 Buy
7
+4
+133% +$178 ﹤0.01% 4573
2025
Q2 		$68 Buy
+3
New +$70 ﹤0.01% 4348

Other funds holding PVLA

CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors's PVLA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Palvella Therapeutics (PVLA) stake by 7.7% in Q3 2026, selling an estimated $148 and leaving 12 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #5452.

Farther Finance Advisors first reported a position in PVLA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.99K in Q4 2025. 9 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

  • Farther Finance Advisors held 12 shares of Palvella Therapeutics worth $1.66K as of Q3 2026.
  • Farther Finance Advisors sold 1 Palvella Therapeutics share in Q3 2026, an estimated $148.
  • Palvella Therapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5452 holding.
  • Farther Finance Advisors first reported a position in Palvella Therapeutics in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Palvella Therapeutics position peaked at $1.99K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.