Avantax Advisory Services’s PubMatic PUBM Stock Holding History

Avantax Advisory Services’s Portfolio PUBM Stock Details PUBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$126K	Sell	10,144 -1,706	-14%	-$18K	﹤0.01%	2269
2025 Q1	$108K	Buy	+11,850	New	+$156K	﹤0.01%	2153

Other funds holding PUBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GHC

Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Avantax Advisory Services's PUBM Position: Q2 2025 in Review

Avantax Advisory Services reduced its PubMatic (PUBM) stake by 14% in Q2 2025, selling an estimated $18K and leaving 10,144 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

Avantax Advisory Services first reported a position in PUBM in Q1 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold PUBM as of Q2 2025.

Avantax Advisory Services held 10,144 shares of PubMatic worth $126K as of Q2 2025.
Avantax Advisory Services sold 1,706 PubMatic shares in Q2 2025, an estimated $18K.
PubMatic made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2269 holding.
Avantax Advisory Services first reported a position in PubMatic in Q1 2025 and has held it in 2 quarters since.
149 funds tracked by Wall St. Rank held PubMatic as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.