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One Wealth Advisors’s Puma Biotechnology PBYI Stock Holding History

One Wealth Advisors’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 		$171K Hold
21,079
– – 0.02% 318
2026
Q1 		$135K Buy
21,079
+1,690
+9% +$10.9K 0.02% 298
2025
Q4 		$115K Buy
+19,389
New +$103K 0.01% 298

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

One Wealth Advisors's PBYI Position: Q2 2026 in Review

One Wealth Advisors held its Puma Biotechnology (PBYI) position steady in Q2 2026 at 21,079 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #318.

One Wealth Advisors first reported a position in PBYI in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • One Wealth Advisors held 21,079 shares of Puma Biotechnology worth $171K as of Q2 2026.
  • One Wealth Advisors left its Puma Biotechnology share count unchanged in Q2 2026.
  • Puma Biotechnology made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #318 holding.
  • One Wealth Advisors first reported a position in Puma Biotechnology in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.