Integrated Wealth Concepts’s Puma Biotechnology PBYI Stock Holding History

Integrated Wealth Concepts’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	$14.1K	Buy	+1,737	New	+$12.7K	﹤0.01%	4348

Other funds holding PBYI

ACA

Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's PBYI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Puma Biotechnology (PBYI) in Q2 2026: 1,737 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #4348 among its holdings.

161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

Integrated Wealth Concepts held 1,737 shares of Puma Biotechnology worth $14.1K as of Q2 2026.
Puma Biotechnology was a new Integrated Wealth Concepts position in Q2 2026.
Puma Biotechnology made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4348 holding.
161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.