Creative Planning
PBYI icon

Creative Planning’s Puma Biotechnology PBYI Stock Holding History

Creative Planning’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 		$290K Buy
35,737
+12,624
+55% +$92.4K ﹤0.01% 3597
2026
Q1 		$148K Buy
+23,113
New +$149K ﹤0.01% 3818
2018
Q4 		– Sell
-7,804
Closed -$358K – 2067
2018
Q3 		$358K Buy
7,804
+2,675
+52% +$129K ﹤0.01% 1286
2018
Q2 		$303K Buy
5,129
+1,188
+30% +$68.8K ﹤0.01% 1372
2018
Q1 		$268K Buy
3,941
+922
+31% +$69K ﹤0.01% 1411
2017
Q4 		$298K Buy
3,019
+541
+22% +$60.5K ﹤0.01% 1365
2017
Q3 		$297K Sell
2,478
-384
-13% -$35.7K ﹤0.01% 1335
2017
Q2 		$250K Buy
2,862
+1,099
+62% +$61.5K ﹤0.01% 1385
2017
Q1 		$66K Buy
1,763
+125
+8% +$4.56K ﹤0.01% 2270
2016
Q4 		$50K Buy
1,638
+480
+41% +$20.8K ﹤0.01% 2390
2016
Q3 		$78K Buy
1,158
+835
+259% +$42.2K ﹤0.01% 2020
2016
Q2 		$10K Buy
323
+100
+45% +$3.13K ﹤0.01% 3249
2016
Q1 		$7K Hold
223
– – ﹤0.01% 3419
2015
Q4 		$17K Hold
223
– – ﹤0.01% 2955
2015
Q3 		$17K Buy
+223
New +$21.1K ﹤0.01% 2858
2015
Q2 		– Sell
-223
Closed -$53K – 2435
2015
Q1 		$53K Hold
223
– – ﹤0.01% 1996
2014
Q4 		$42K Buy
+223
New +$49.5K ﹤0.01% 2126

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

Creative Planning's PBYI Position: Q2 2026 in Review

Creative Planning increased its Puma Biotechnology (PBYI) stake by 55% in Q2 2026, buying an estimated $92.4K and bringing the position to 35,737 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

Creative Planning first reported a position in PBYI in Q4 2014 and has held it in 17 quarters since. The position peaked at $358K in Q3 2018. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Creative Planning held 35,737 shares of Puma Biotechnology worth $290K as of Q2 2026.
  • Creative Planning bought 12,624 Puma Biotechnology shares in Q2 2026, an estimated $92.4K.
  • Puma Biotechnology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3597 holding.
  • Creative Planning first reported a position in Puma Biotechnology in Q4 2014 and has held it in 17 quarters since.
  • Creative Planning's Puma Biotechnology position peaked at $358K in Q3 2018.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.