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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
Q2 		– Sell
-269
Closed -$1.72K – 2363
2026
Q1 		$1.72K Buy
+269
New +$1.74K ﹤0.01% 2379

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Root Financial Partners's PBYI Position: Q2 2026 in Review

Root Financial Partners sold out of Puma Biotechnology (PBYI) in Q2 2026, closing a stake of 269 shares — an estimated $1.72K sold.

Root Financial Partners first reported a position in PBYI in Q1 2026 and held it in 1 quarter. The position peaked at $1.72K in Q1 2026. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Root Financial Partners reported no remaining Puma Biotechnology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 269 Puma Biotechnology shares in Q2 2026, an estimated $1.72K.
  • Root Financial Partners first reported a position in Puma Biotechnology in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Puma Biotechnology position peaked at $1.72K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.