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Clearstead Advisors’s Puma Biotechnology PBYI Stock Holding History

Clearstead Advisors’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 		$17 Buy
+2
New +$15 ﹤0.01% 3596
2026
Q1 		– Sell
-17
Closed -$102 – 2684
2025
Q4 		$102 Sell
17
-318
-95% -$1.69K ﹤0.01% 2510
2025
Q3 		$1.78K Hold
335
– – ﹤0.01% 2480
2025
Q2 		$1.15K Buy
+335
New +$1.07K ﹤0.01% 2417

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

Clearstead Advisors's PBYI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Puma Biotechnology (PBYI) in Q2 2026: 2 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #3596 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PBYI as recently as Q4 2025.

Clearstead Advisors first reported a position in PBYI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.78K in Q3 2025. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Clearstead Advisors held 2 shares of Puma Biotechnology worth $17 as of Q2 2026.
  • Puma Biotechnology was a new Clearstead Advisors position in Q2 2026.
  • Puma Biotechnology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3596 holding.
  • Clearstead Advisors first reported a position in Puma Biotechnology in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Puma Biotechnology position peaked at $1.78K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.