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Mosley Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Mosley Wealth 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 		$1.2K Hold
148
– – ﹤0.01% 549
2026
Q1 		$786 Buy
+148
New +$954 ﹤0.01% 430

Other funds holding PBYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mosley Wealth Management's PBYI Position: Q2 2026 in Review

Mosley Wealth Management held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 148 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Mosley Wealth Management first reported a position in PBYI in Q1 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Mosley Wealth Management held 148 shares of Puma Biotechnology worth $1.2K as of Q2 2026.
  • Mosley Wealth Management left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Mosley Wealth Management first reported a position in Puma Biotechnology in Q1 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.