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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
Q3 		$4.4K Sell
443
-37
-8% -$326 ﹤0.01% 1573
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

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Essential Partners's PBYI Position: Q3 2026 in Review

Essential Partners reduced its Puma Biotechnology (PBYI) stake by 7.7% in Q3 2026, selling an estimated $326 and leaving 443 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Essential Partners first reported a position in PBYI in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Essential Partners held 443 shares of Puma Biotechnology worth $4.4K as of Q3 2026.
  • Essential Partners sold 37 Puma Biotechnology shares in Q3 2026, an estimated $326.
  • Puma Biotechnology made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1573 holding.
  • Essential Partners first reported a position in Puma Biotechnology in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.