Cardinal Point Capital Management’s PubMatic PUBM Stock Holding History

Cardinal Point Capital Management’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
2026 Q2	–	Sell	-71,500	Closed	-$585K	–	309
2026 Q1	$585K	Buy	71,500 +26,500	+59%	+$204K	0.04%	167
2025 Q4	$399K	Buy	45,000 +5,500	+14%	+$47.9K	0.03%	173
2025 Q3	$327K	Buy	+39,500	New	+$402K	0.02%	197

Other funds holding PUBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cardinal Point Capital Management's PUBM Position: Q2 2026 in Review

Cardinal Point Capital Management sold out of PubMatic (PUBM) in Q2 2026, closing a stake of 71,500 shares — an estimated $585K sold.

Cardinal Point Capital Management first reported a position in PUBM in Q3 2025 and held it in 3 quarters. The position peaked at $585K in Q1 2026. 50 funds tracked by Wall St. Rank hold PUBM as of Q2 2026.

Cardinal Point Capital Management reported no remaining PubMatic position as of Q2 2026 after selling out during the quarter.
Cardinal Point Capital Management sold 71,500 PubMatic shares in Q2 2026, an estimated $585K.
Cardinal Point Capital Management first reported a position in PubMatic in Q3 2025 and held it in 3 quarters.
Cardinal Point Capital Management's PubMatic position peaked at $585K in Q1 2026.
50 funds tracked by Wall St. Rank held PubMatic as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.