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Root Financial Partners’s Puma Biotechnology PBYI Stock Holding History

Root Financial Partners’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
Q1 		$1.72K Buy
+269
New +$1.74K ﹤0.01% 2379

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Root Financial Partners's PBYI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Puma Biotechnology (PBYI) in Q1 2026: 269 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #2379 among its holdings.

157 funds tracked by Wall St. Rank hold PBYI as of Q1 2026.

  • Root Financial Partners held 269 shares of Puma Biotechnology worth $1.72K as of Q1 2026.
  • Puma Biotechnology was a new Root Financial Partners position in Q1 2026.
  • Puma Biotechnology made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2379 holding.
  • 157 funds tracked by Wall St. Rank held Puma Biotechnology as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.