LPL Financial
PBYI icon

LPL Financial’s Puma Biotechnology PBYI Stock Holding History

LPL Financial’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 		$280K Sell
34,537
-2,081
-6% -$15.2K ﹤0.01% 5506
2026
Q1 		$234K Sell
36,618
-3,824
-9% -$24.7K ﹤0.01% 5381
2025
Q4 		$241K Sell
40,442
-10,861
-21% -$57.7K ﹤0.01% 5320
2025
Q3 		$272K Sell
51,303
-1,990
-4% -$8.44K ﹤0.01% 5127
2025
Q2 		$183K Buy
53,293
+10,000
+23% +$31.9K ﹤0.01% 5122
2025
Q1 		$128K Buy
43,293
+16,726
+63% +$52.4K ﹤0.01% 4984
2024
Q4 		$81K Buy
26,567
+5,080
+24% +$14.8K ﹤0.01% 5030
2024
Q3 		$54.8K Buy
21,487
+810
+4% +$2.45K ﹤0.01% 4986
2024
Q2 		$67.4K Hold
20,677
– – ﹤0.01% 4803
2024
Q1 		$110K Buy
20,677
+9,754
+89% +$52.5K ﹤0.01% 4661
2023
Q4 		$47.3K Buy
+10,923
New +$36.2K ﹤0.01% 4656
2021
Q4 		– Sell
-10,420
Closed -$73K – 4431
2021
Q3 		$73K Buy
+10,420
New +$78K ﹤0.01% 4191

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

LPL Financial's PBYI Position: Q2 2026 in Review

LPL Financial reduced its Puma Biotechnology (PBYI) stake by 5.7% in Q2 2026, selling an estimated $15.2K and leaving 34,537 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #5506.

LPL Financial first reported a position in PBYI in Q3 2021 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • LPL Financial held 34,537 shares of Puma Biotechnology worth $280K as of Q2 2026.
  • LPL Financial sold 2,081 Puma Biotechnology shares in Q2 2026, an estimated $15.2K.
  • Puma Biotechnology made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5506 holding.
  • LPL Financial first reported a position in Puma Biotechnology in Q3 2021 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.