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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
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 $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

Ball & Co Wealth Management's PBYI Position: Q1 2026 in Review

Ball & Co Wealth Management held its Puma Biotechnology (PBYI) position steady in Q1 2026 at 3,066 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #54.

Ball & Co Wealth Management first reported a position in PBYI in Q4 2024 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold PBYI as of Q1 2026.

  • Ball & Co Wealth Management held 3,066 shares of Puma Biotechnology worth $19K as of Q1 2026.
  • Ball & Co Wealth Management left its Puma Biotechnology share count unchanged in Q1 2026.
  • Puma Biotechnology made up 0.02% of Ball & Co Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Ball & Co Wealth Management first reported a position in Puma Biotechnology in Q4 2024 and has held it in 6 quarters since.
  • 157 funds tracked by Wall St. Rank held Puma Biotechnology as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.