RIL
PVLA

Rothschild Investment LLC’s Palvella Therapeutics PVLA Stock Holding History

Rothschild Investment LLC’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 		$917 Buy
6
+1
+20% +$121 ﹤0.01% 3079
2026
Q1 		$623 Buy
5
+3
+150% +$313 ﹤0.01% 3051
2025
Q4 		$209 Buy
+2
New +$171 ﹤0.01% 3107

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

Rothschild Investment LLC's PVLA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Palvella Therapeutics (PVLA) stake by 20% in Q2 2026, buying an estimated $121 and bringing the position to 6 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Rothschild Investment LLC first reported a position in PVLA in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold PVLA as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of Palvella Therapeutics worth $917 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Palvella Therapeutics share in Q2 2026, an estimated $121.
  • Palvella Therapeutics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3079 holding.
  • Rothschild Investment LLC first reported a position in Palvella Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.