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PBYI icon

Elevation Wealth Partners’s Puma Biotechnology PBYI Stock Holding History

Elevation Wealth Partners’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 		$25 Hold
3
– – ﹤0.01% 1300
2026
Q1 		$20 Hold
3
– – ﹤0.01% 1071
2025
Q4 		$18 Hold
3
– – ﹤0.01% 952
2025
Q3 		$16 Hold
3
– – ﹤0.01% 864
2025
Q2 		$11 Hold
3
– – ﹤0.01% 478
2025
Q1 		$9 Hold
3
– – ﹤0.01% 492
2024
Q4 		$10 Hold
3
– – ﹤0.01% 494
2024
Q3 		$8 Hold
3
– – ﹤0.01% 477
2024
Q2 		$10 Hold
3
– – ﹤0.01% 506
2024
Q1 		$16 Hold
3
– – ﹤0.01% 464
2023
Q4 		$8 Hold
3
– – ﹤0.01% 442
2023
Q3 		$8 Buy
+3
New +$10 ﹤0.01% 345

Other funds holding PBYI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Elevation Wealth Partners's PBYI Position: Q2 2026 in Review

Elevation Wealth Partners held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 3 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Elevation Wealth Partners first reported a position in PBYI in Q3 2023 and has held it in 12 quarters since. 10 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Elevation Wealth Partners held 3 shares of Puma Biotechnology worth $25 as of Q2 2026.
  • Elevation Wealth Partners left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1300 holding.
  • Elevation Wealth Partners first reported a position in Puma Biotechnology in Q3 2023 and has held it in 12 quarters since.
  • 10 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.