Prospera Financial Services
PBYI icon

Prospera Financial Services’s Puma Biotechnology PBYI Stock Holding History

Prospera Financial Services’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
Q3 		$1.4M Sell
134,350
-24,412
-15% -$215K 0.02% 707
2026
Q2 		$1.29M Sell
158,762
-14,289
-8% -$105K 0.02% 669
2026
Q1 		$1.11M Sell
173,051
-12,445
-7% -$80.2K 0.02% 674
2025
Q4 		$1.1M Sell
185,496
-4,123
-2% -$21.9K 0.02% 644
2025
Q3 		$1.01M Sell
189,619
-1,625
-0.8% -$6.89K 0.02% 680
2025
Q2 		$656K Buy
191,244
+6,987
+4% +$22.3K 0.01% 813
2025
Q1 		$545K Buy
184,257
+6,362
+4% +$19.9K 0.01% 751
2024
Q4 		$543K Buy
177,895
+9,010
+5% +$26.2K 0.01% 720
2024
Q3 		$431K Buy
168,885
+19,315
+13% +$58.5K 0.01% 776
2024
Q2 		$488K Buy
149,570
+1,778
+1% +$7.81K 0.01% 721
2024
Q1 		$783K Buy
147,792
+4,575
+3% +$24.6K 0.02% 561
2023
Q4 		$620K Buy
143,217
+20,325
+17% +$67.3K 0.02% 590
2023
Q3 		$323K Buy
122,892
+14,444
+13% +$49.2K 0.01% 773
2023
Q2 		$383K Buy
108,448
+8,376
+8% +$26.1K 0.01% 697
2023
Q1 		$309K Buy
100,072
+11,750
+13% +$44.3K 0.01% 772
2022
Q4 		$374K Buy
88,322
+6,075
+7% +$21K 0.02% 626
2022
Q3 		$195K Buy
82,247
+8,823
+12% +$25.8K 0.01% 783
2022
Q2 		$209K Buy
73,424
+13,744
+23% +$34.2K 0.01% 724
2022
Q1 		$172K Buy
59,680
+23,648
+66% +$61.2K 0.01% 928
2021
Q4 		$110K Buy
36,032
+672
+2% +$2.92K ﹤0.01% 847
2021
Q3 		$248K Buy
35,360
+9,615
+37% +$72K 0.01% 712
2021
Q2 		$236K Buy
25,745
+3,977
+18% +$40.3K 0.01% 722
2021
Q1 		$212K Buy
21,768
+2,940
+16% +$32.8K 0.01% 708
2020
Q4 		$193K Buy
+18,828
New +$191K 0.01% 647
2020
Q3 		– Sell
-12,186
Closed -$127K – 1675
2020
Q2 		$127K Buy
+12,186
New +$126K 0.01% 558

Other funds holding PBYI

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Prospera Financial Services's PBYI Position: Q3 2026 in Review

Prospera Financial Services reduced its Puma Biotechnology (PBYI) stake by 15% in Q3 2026, selling an estimated $215K and leaving 134,350 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #707.

Prospera Financial Services first reported a position in PBYI in Q2 2020 and has held it in 25 quarters since. 60 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Prospera Financial Services held 134,350 shares of Puma Biotechnology worth $1.4M as of Q3 2026.
  • Prospera Financial Services sold 24,412 Puma Biotechnology shares in Q3 2026, an estimated $215K.
  • Puma Biotechnology made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #707 holding.
  • Prospera Financial Services first reported a position in Puma Biotechnology in Q2 2020 and has held it in 25 quarters since.
  • 60 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.