EverSource Wealth Advisors’s PubMatic PUBM Stock Holding History

EverSource Wealth Advisors’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	$8.32K	Buy	634 +174	+38%	+$1.81K	﹤0.01%	3010
2026 Q1	$3.76K	Buy	460 +307	+201%	+$2.36K	﹤0.01%	3394
2025 Q4	$1.36K	Buy	153 +140	+1,077%	+$1.22K	﹤0.01%	3627
2025 Q3	$108	Sell	13 -105	-89%	-$1.07K	﹤0.01%	4189
2025 Q2	$1.47K	Buy	118 +77	+188%	+$812	﹤0.01%	3610
2025 Q1	$375	Buy	41 +22	+116%	+$290	﹤0.01%	3547
2024 Q4	$279	Buy	+19	New	+$294	﹤0.01%	3361
2024 Q3	–	Sell	-21	Closed	-$461	–	3101
2024 Q2	$461	Buy	+21	New	+$468	﹤0.01%	2910
2022 Q1	–	Sell	-500	Closed	-$17K	–	1815
2021 Q4	$17K	Buy	+500	New	+$16.3K	﹤0.01%	753

Other funds holding PUBM

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

EverSource Wealth Advisors's PUBM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its PubMatic (PUBM) stake by 38% in Q2 2026, buying an estimated $1.81K and bringing the position to 634 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

EverSource Wealth Advisors first reported a position in PUBM in Q4 2021 and has held it in 9 quarters since. The position peaked at $17K in Q4 2021. 23 funds tracked by Wall St. Rank hold PUBM as of Q2 2026.

EverSource Wealth Advisors held 634 shares of PubMatic worth $8.32K as of Q2 2026.
EverSource Wealth Advisors bought 174 PubMatic shares in Q2 2026, an estimated $1.81K.
PubMatic made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3010 holding.
EverSource Wealth Advisors first reported a position in PubMatic in Q4 2021 and has held it in 9 quarters since.
EverSource Wealth Advisors's PubMatic position peaked at $17K in Q4 2021.
23 funds tracked by Wall St. Rank held PubMatic as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.