Root Financial Partners
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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
Q3 		$3.02K Buy
+304
New +$2.68K ﹤0.01% 2444
2026
Q2 		– Sell
-269
Closed -$1.72K – 2363
2026
Q1 		$1.72K Buy
+269
New +$1.74K ﹤0.01% 2379

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Vanguard Portfolio Management
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Renaissance Technologies
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Dimensional Fund Advisors
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Geode Capital Management
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O'Shaughnessy Asset Management
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Root Financial Partners's PBYI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Puma Biotechnology (PBYI) in Q3 2026: 304 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #2444 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBYI as recently as Q1 2026.

Root Financial Partners first reported a position in PBYI in Q1 2026 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold PBYI as of Q3 2026.

  • Root Financial Partners held 304 shares of Puma Biotechnology worth $3.02K as of Q3 2026.
  • Puma Biotechnology was a new Root Financial Partners position in Q3 2026.
  • Puma Biotechnology made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2444 holding.
  • Root Financial Partners first reported a position in Puma Biotechnology in Q1 2026 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Puma Biotechnology as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.