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Ball & Co Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Ball & Co Wealth Management’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 		$24K Hold
3,066
– – 0.02% 48
2026
Q1 		$19K Hold
3,066
– – 0.02% 54
2025
Q4 		$18K Hold
3,066
– – 0.01% 52
2025
Q3 		$16K Sell
3,066
-440
-13% -$1.87K 0.01% 60
2025
Q2 		$12K Hold
3,506
– – 0.01% 49
2025
Q1 		$10K Hold
3,506
– – 0.01% 46
2024
Q4 		$10K Buy
+3,506
New +$10.2K 0.01% 48

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

Ball & Co Wealth Management's PBYI Position: Q2 2026 in Review

Ball & Co Wealth Management held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 3,066 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #48.

Ball & Co Wealth Management first reported a position in PBYI in Q4 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Ball & Co Wealth Management held 3,066 shares of Puma Biotechnology worth $24K as of Q2 2026.
  • Ball & Co Wealth Management left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up 0.02% of Ball & Co Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Ball & Co Wealth Management first reported a position in Puma Biotechnology in Q4 2024 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.