Kathmere Capital Management
PBYI icon

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
Q3 		$397K Buy
39,933
+8,761
+28% +$77.1K 0.02% 488
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% -$4.36K 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

Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return
C2C Wealth Management
C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Kathmere Capital Management's PBYI Position: Q3 2026 in Review

Kathmere Capital Management increased its Puma Biotechnology (PBYI) stake by 28% in Q3 2026, buying an estimated $77.1K and bringing the position to 39,933 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #488.

Kathmere Capital Management first reported a position in PBYI in Q2 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Kathmere Capital Management held 39,933 shares of Puma Biotechnology worth $397K as of Q3 2026.
  • Kathmere Capital Management bought 8,761 Puma Biotechnology shares in Q3 2026, an estimated $77.1K.
  • Puma Biotechnology made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #488 holding.
  • Kathmere Capital Management first reported a position in Puma Biotechnology in Q2 2025 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.