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Patriot Financial Group Insurance Agency’s Puma Biotechnology PBYI Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q2 		– Sell
-10,500
Closed -$31.1K – 556
2025
Q1 		$31.1K Sell
10,500
-1,500
-13% -$4.7K ﹤0.01% 487
2024
Q4 		$36.6K Sell
12,000
-7,000
-37% -$20.4K ﹤0.01% 472
2024
Q3 		$48.5K Buy
19,000
+8,000
+73% +$24.2K 0.01% 490
2024
Q2 		$35.9K Sell
11,000
-500
-4% -$2.19K 0.01% 470
2024
Q1 		$61K Sell
11,500
-23,000
-67% -$124K 0.01% 469
2023
Q4 		$149K Sell
34,500
-32,500
-49% -$108K 0.03% 439
2023
Q3 		$176K Buy
67,000
+2,000
+3% +$6.81K 0.04% 428
2023
Q2 		$229K Buy
65,000
+29,000
+81% +$90.5K 0.04% 397
2023
Q1 		$111K Buy
36,000
+7,500
+26% +$28.3K 0.02% 436
2022
Q4 		$121K Sell
28,500
-22,000
-44% -$75.9K 0.02% 408
2022
Q3 		$120K Sell
50,500
-5,000
-9% -$14.6K 0.03% 378
2022
Q2 		$158K Hold
55,500
– – 0.03% 432
2022
Q1 		$160K Sell
55,500
-4,000
-7% -$10.3K 0.03% 457
2021
Q4 		$181K Buy
+59,500
New +$258K 0.03% 469

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PBYI Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of Puma Biotechnology (PBYI) in Q2 2025, closing a stake of 10,500 shares — an estimated $31.1K sold.

Patriot Financial Group Insurance Agency first reported a position in PBYI in Q4 2021 and held it in 14 quarters. The position peaked at $229K in Q2 2023. 121 funds tracked by Wall St. Rank hold PBYI as of Q2 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Puma Biotechnology position as of Q2 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,500 Puma Biotechnology shares in Q2 2025, an estimated $31.1K.
  • Patriot Financial Group Insurance Agency first reported a position in Puma Biotechnology in Q4 2021 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Puma Biotechnology position peaked at $229K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.