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Williams & Novak’s Puma Biotechnology PBYI Stock Holding History

Williams & Novak’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 		$85.1K Sell
10,489
-150
-1% -$1.1K 0.06% 128
2026
Q1 		$71.9K Buy
10,639
+79
+0.7% +$509 0.05% 122
2025
Q4 		$62.8K Buy
+10,560
New +$56.1K 0.05% 132
2025
Q3 		– Sell
-12,520
Closed -$42.9K – 151
2025
Q2 		$42.9K Sell
12,520
-2,200
-15% -$7.02K 0.04% 129
2025
Q1 		$43.1K Buy
+14,720
New +$46.1K 0.04% 119

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

Williams & Novak's PBYI Position: Q2 2026 in Review

Williams & Novak reduced its Puma Biotechnology (PBYI) stake by 1.4% in Q2 2026, selling an estimated $1.1K and leaving 10,489 shares worth $85.1K. The position accounts for 0.06% of the portfolio, ranked #128.

Williams & Novak first reported a position in PBYI in Q1 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Williams & Novak held 10,489 shares of Puma Biotechnology worth $85.1K as of Q2 2026.
  • Williams & Novak sold 150 Puma Biotechnology shares in Q2 2026, an estimated $1.1K.
  • Puma Biotechnology made up 0.06% of Williams & Novak's portfolio in Q2 2026, its #128 holding.
  • Williams & Novak first reported a position in Puma Biotechnology in Q1 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.