C2C Wealth Management
PBYI icon

C2C Wealth Management’s Puma Biotechnology PBYI Stock Holding History

C2C 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
Q3 		$235K Hold
23,620
– – 0.18% 81
2026
Q2 		$192K Hold
23,620
– – 0.15% 91
2026
Q1 		$151K Buy
23,620
+600
+3% +$3.87K 0.13% 89
2025
Q4 		$137K Hold
23,020
– – 0.12% 86
2025
Q3 		$122K Buy
23,020
+2,400
+12% +$10.2K 0.1% 82
2025
Q2 		$70.7K Buy
20,620
+5,470
+36% +$17.5K 0.06% 81
2025
Q1 		$44.8K Buy
15,150
+3,150
+26% +$9.9K 0.04% 85
2024
Q4 		$36.6K Buy
+12,000
New +$34.9K 0.03% 85

Other funds holding PBYI

Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

C2C Wealth Management's PBYI Position: Q3 2026 in Review

C2C Wealth Management held its Puma Biotechnology (PBYI) position steady in Q3 2026 at 23,620 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #81.

C2C Wealth Management first reported a position in PBYI in Q4 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • C2C Wealth Management held 23,620 shares of Puma Biotechnology worth $235K as of Q3 2026.
  • C2C Wealth Management left its Puma Biotechnology share count unchanged in Q3 2026.
  • Puma Biotechnology made up 0.18% of C2C Wealth Management's portfolio in Q3 2026, its #81 holding.
  • C2C Wealth Management first reported a position in Puma Biotechnology in Q4 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.