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 Q1	–	Sell	-10,000	Closed	-$30.5K	–	517
2024 Q4	$30.5K	Buy	+10,000	New	+$29.1K	﹤0.01%	473
2024 Q2	–	Sell	-6,100	Closed	-$32.3K	–	508
2024 Q1	$32.3K	Sell	6,100 -18,900	-76%	-$102K	0.01%	471
2023 Q4	$108K	Buy	+25,000	New	+$82.8K	0.02%	444
2023 Q3	–	Sell	-7,700	Closed	-$2.72K	–	486
2023 Q2	$2.72K	Buy	+7,700	New	+$24K	﹤0.01%	468

Other funds holding PBYI

ACA

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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.