LPL Financial
PVLA

LPL Financial’s Palvella Therapeutics PVLA Stock Holding History

LPL 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 		$707K Buy
4,625
+738
+19% +$89.6K ﹤0.01% 4734
2026
Q1 		$485K Buy
3,887
+439
+13% +$45.8K ﹤0.01% 4779
2025
Q4 		$361K Buy
+3,448
New +$294K ﹤0.01% 5001
2021
Q4 		– Sell
-202
Closed -$84K – 4469
2021
Q3 		$84K Buy
+202
New +$70.3K ﹤0.01% 4176

Other funds holding PVLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $126M AUM 16.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return

LPL Financial's PVLA Position: Q2 2026 in Review

LPL Financial increased its Palvella Therapeutics (PVLA) stake by 19% in Q2 2026, buying an estimated $89.6K and bringing the position to 4,625 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #4734.

LPL Financial first reported a position in PVLA in Q3 2021 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • LPL Financial held 4,625 shares of Palvella Therapeutics worth $707K as of Q2 2026.
  • LPL Financial bought 738 Palvella Therapeutics shares in Q2 2026, an estimated $89.6K.
  • Palvella Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4734 holding.
  • LPL Financial first reported a position in Palvella Therapeutics in Q3 2021 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.