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Rothschild Investment LLC’s Puma Biotechnology PBYI Stock Holding History

Rothschild Investment LLC’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 		$3.44K Buy
424
+18
+4% +$132 ﹤0.01% 2483
2026
Q1 		$2.59K Buy
406
+113
+39% +$729 ﹤0.01% 2427
2025
Q4 		$1.74K Buy
293
+43
+17% +$228 ﹤0.01% 2447
2025
Q3 		$1.33K Buy
+250
New +$1.06K ﹤0.01% 2464

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's PBYI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Puma Biotechnology (PBYI) stake by 4.4% in Q2 2026, buying an estimated $132 and bringing the position to 424 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Rothschild Investment LLC first reported a position in PBYI in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Rothschild Investment LLC held 424 shares of Puma Biotechnology worth $3.44K as of Q2 2026.
  • Rothschild Investment LLC bought 18 Puma Biotechnology shares in Q2 2026, an estimated $132.
  • Puma Biotechnology made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2483 holding.
  • Rothschild Investment LLC first reported a position in Puma Biotechnology in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.