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Essential Partners’s Puma Biotechnology PBYI Stock Holding History

Essential 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 		$3.89K Buy
480
+37
+8% +$271 ﹤0.01% 1655
2026
Q1 		$2.83K Buy
443
+2
+0.5% +$13 ﹤0.01% 1848
2025
Q4 		$2.62K Buy
441
+2
+0.5% +$11 ﹤0.01% 1711
2025
Q3 		$2.33K Hold
439
– – ﹤0.01% 1744
2025
Q2 		$1.51K Buy
+439
New +$1.4K ﹤0.01% 1400

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

Essential Partners's PBYI Position: Q2 2026 in Review

Essential Partners increased its Puma Biotechnology (PBYI) stake by 8.4% in Q2 2026, buying an estimated $271 and bringing the position to 480 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Essential Partners first reported a position in PBYI in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Essential Partners held 480 shares of Puma Biotechnology worth $3.89K as of Q2 2026.
  • Essential Partners bought 37 Puma Biotechnology shares in Q2 2026, an estimated $271.
  • Puma Biotechnology made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1655 holding.
  • Essential Partners first reported a position in Puma Biotechnology in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.