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Kathmere Capital Management’s Puma Biotechnology PBYI Stock Holding History

Kathmere 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 		$253K Buy
31,172
+1,393
+5% +$10.2K 0.01% 564
2026
Q1 		$190K Buy
29,779
+2,648
+10% +$17.1K 0.01% 586
2025
Q4 		$161K Sell
27,131
-822
-3% -$4.37K 0.01% 538
2025
Q3 		$148K Buy
27,953
+7,749
+38% +$32.9K 0.01% 509
2025
Q2 		$69.3K Buy
+20,204
New +$64.5K 0.01% 481

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

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

Kathmere Capital Management increased its Puma Biotechnology (PBYI) stake by 4.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 31,172 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #564.

Kathmere Capital Management first reported a position in PBYI in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Kathmere Capital Management held 31,172 shares of Puma Biotechnology worth $253K as of Q2 2026.
  • Kathmere Capital Management bought 1,393 Puma Biotechnology shares in Q2 2026, an estimated $10.2K.
  • Puma Biotechnology made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #564 holding.
  • Kathmere Capital Management first reported a position in Puma Biotechnology in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.