Elevation Wealth Partners
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
Q3 		$30 Hold
3
– – ﹤0.01% 1339
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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 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

Elevation Wealth Partners's PBYI Position: Q3 2026 in Review

Elevation Wealth Partners held its Puma Biotechnology (PBYI) position steady in Q3 2026 at 3 shares worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Elevation Wealth Partners first reported a position in PBYI in Q3 2023 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Elevation Wealth Partners held 3 shares of Puma Biotechnology worth $30 as of Q3 2026.
  • Elevation Wealth Partners left its Puma Biotechnology share count unchanged in Q3 2026.
  • Puma Biotechnology made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1339 holding.
  • Elevation Wealth Partners first reported a position in Puma Biotechnology in Q3 2023 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.