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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
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 $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allworth Financial's PBYI Position: Q1 2026 in Review

Allworth Financial increased its Puma Biotechnology (PBYI) stake by 582% in Q1 2026, buying an estimated $1.88K and bringing the position to 341 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4329.

Allworth Financial first reported a position in PBYI in Q2 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold PBYI as of Q1 2026.

  • Allworth Financial held 341 shares of Puma Biotechnology worth $2.18K as of Q1 2026.
  • Allworth Financial bought 291 Puma Biotechnology shares in Q1 2026, an estimated $1.88K.
  • Puma Biotechnology made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4329 holding.
  • Allworth Financial first reported a position in Puma Biotechnology in Q2 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held Puma Biotechnology as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.