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Allworth Financial’s Puma Biotechnology PBYI Stock Holding History

Allworth Financial’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57K Buy
563
+222
+65% +$1.63K ﹤0.01% 4172
2026
Q1 		$2.18K Buy
341
+291
+582% +$1.88K ﹤0.01% 4329
2025
Q4 		$298 Buy
50
+45
+900% +$239 ﹤0.01% 4641
2025
Q3 		$27 Buy
5
+4
+400% +$17 ﹤0.01% 4803
2025
Q2 		$4 Buy
+1
New +$3 ﹤0.01% 4579

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's PBYI Position: Q2 2026 in Review

Allworth Financial increased its Puma Biotechnology (PBYI) stake by 65% in Q2 2026, buying an estimated $1.63K and bringing the position to 563 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4172.

Allworth Financial first reported a position in PBYI in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Allworth Financial held 563 shares of Puma Biotechnology worth $4.57K as of Q2 2026.
  • Allworth Financial bought 222 Puma Biotechnology shares in Q2 2026, an estimated $1.63K.
  • Puma Biotechnology made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4172 holding.
  • Allworth Financial first reported a position in Puma Biotechnology in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.