Root Financial Partners’s Palvella Therapeutics PVLA Stock Holding History

Root Financial Partners’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	$276	Buy	+2	New	+$297	﹤0.01%	3425

Other funds holding PVLA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Eventide Asset Management Boston, Massachusetts $7.14B AUM 65.02% 1-Year Est. Return

Root Financial Partners's PVLA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Palvella Therapeutics (PVLA) in Q3 2026: 2 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #3425 among its holdings.

141 funds tracked by Wall St. Rank hold PVLA as of Q3 2026.

Root Financial Partners held 2 shares of Palvella Therapeutics worth $276 as of Q3 2026.
Palvella Therapeutics was a new Root Financial Partners position in Q3 2026.
Palvella Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3425 holding.
141 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.