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Evergreen Capital Management’s Puma Biotechnology PBYI Stock Holding History

Evergreen Capital Management’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 		$598K Sell
73,731
-22,269
-23% -$163K 0.01% 802
2026
Q1 		$613K Hold
96,000
– – 0.01% 667
2025
Q4 		$571K Hold
96,000
– – 0.01% 671
2025
Q3 		$510K Hold
96,000
– – 0.01% 652
2025
Q2 		$329K Buy
+96,000
New +$306K 0.01% 757

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

Evergreen Capital Management's PBYI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Puma Biotechnology (PBYI) stake by 23% in Q2 2026, selling an estimated $163K and leaving 73,731 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #802.

Evergreen Capital Management first reported a position in PBYI in Q2 2025 and has held it in 5 quarters since. The position peaked at $613K in Q1 2026. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Evergreen Capital Management held 73,731 shares of Puma Biotechnology worth $598K as of Q2 2026.
  • Evergreen Capital Management sold 22,269 Puma Biotechnology shares in Q2 2026, an estimated $163K.
  • Puma Biotechnology made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #802 holding.
  • Evergreen Capital Management first reported a position in Puma Biotechnology in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Capital Management's Puma Biotechnology position peaked at $613K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.