HFS
PVLA

Hughes Financial Services’s Palvella Therapeutics PVLA Stock Holding History

Hughes Financial Services’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 		$458 Buy
3
+2
+200% +$243 ﹤0.01% 1125
2026
Q1 		$125 Hold
1
– – ﹤0.01% 1232
2025
Q4 		$105 Buy
+1
New +$85 ﹤0.01% 1055

Other funds holding PVLA

CAM
Clio Asset Management Charlottesville, Virginia $126M AUM 16.01% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hughes Financial Services's PVLA Position: Q2 2026 in Review

Hughes Financial Services increased its Palvella Therapeutics (PVLA) stake by 200% in Q2 2026, buying an estimated $243 and bringing the position to 3 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Hughes Financial Services first reported a position in PVLA in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Hughes Financial Services held 3 shares of Palvella Therapeutics worth $458 as of Q2 2026.
  • Hughes Financial Services bought 2 Palvella Therapeutics shares in Q2 2026, an estimated $243.
  • Palvella Therapeutics made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1125 holding.
  • Hughes Financial Services first reported a position in Palvella Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.