CWM
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
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% +$9.86K 0.04% 85
2024
Q4 		$36.6K Buy
+12,000
New +$34.9K 0.03% 85

Other funds holding PBYI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

C2C Wealth Management's PBYI Position: Q2 2026 in Review

C2C Wealth Management held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 23,620 shares worth $192K. The position accounts for 0.15% of the portfolio, ranked #91.

C2C Wealth Management first reported a position in PBYI in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • C2C Wealth Management held 23,620 shares of Puma Biotechnology worth $192K as of Q2 2026.
  • C2C Wealth Management left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up 0.15% of C2C Wealth Management's portfolio in Q2 2026, its #91 holding.
  • C2C Wealth Management first reported a position in Puma Biotechnology in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.