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EverSource Wealth Advisors’s Puma Biotechnology PBYI Stock Holding History

EverSource Wealth Advisors’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 		$2.3K Sell
284
-76
-21% -$556 ﹤0.01% 3671
2026
Q1 		$2.3K Buy
360
+123
+52% +$793 ﹤0.01% 3598
2025
Q4 		$1.41K Buy
237
+70
+42% +$372 ﹤0.01% 3611
2025
Q3 		$887 Buy
167
+6
+4% +$25 ﹤0.01% 3800
2025
Q2 		$552 Buy
161
+155
+2,583% +$495 ﹤0.01% 3873
2025
Q1 		$18 Buy
+6
New +$19 ﹤0.01% 3973

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

EverSource Wealth Advisors's PBYI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Puma Biotechnology (PBYI) stake by 21% in Q2 2026, selling an estimated $556 and leaving 284 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

EverSource Wealth Advisors first reported a position in PBYI in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • EverSource Wealth Advisors held 284 shares of Puma Biotechnology worth $2.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 76 Puma Biotechnology shares in Q2 2026, an estimated $556.
  • Puma Biotechnology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3671 holding.
  • EverSource Wealth Advisors first reported a position in Puma Biotechnology in Q1 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.