PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Cellebrite CLBT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio CLBT Stock Details CLBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	33,143 +3,354	+11%	+$44.3K	0.13%	106
2026 Q1	$410K	Buy	29,789 +13,474	+83%	+$203K	0.12%	117
2025 Q4	$294K	Buy	16,315 +65	+0.4%	+$1.17K	0.09%	138
2025 Q3	$301K	Buy	16,250 +8,951	+123%	+$141K	0.09%	120
2025 Q2	$117K	Buy	+7,299	New	+$130K	0.04%	186
2023 Q3	–	Sell	-250	Closed	-$1.8K	–	271
2023 Q2	$1.8K	Hold	250	–	–	﹤0.01%	247
2023 Q1	$1.52K	Hold	250	–	–	﹤0.01%	284
2022 Q4	$1.09K	Buy	+250	New	+$1.12K	﹤0.01%	247

Other funds holding CLBT

TWCM

True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

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

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

MFAM

Motley Fool Asset Management Alexandria, Virginia $2.59B AUM 28.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CLBT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Cellebrite (CLBT) stake by 11% in Q2 2026, buying an estimated $44.3K and bringing the position to 33,143 shares worth $484K. The position accounts for 0.13% of the portfolio, ranked #106.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CLBT in Q4 2022 and has held it in 8 quarters since. 69 funds tracked by Wall St. Rank hold CLBT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 33,143 shares of Cellebrite worth $484K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3,354 Cellebrite shares in Q2 2026, an estimated $44.3K.
Cellebrite made up 0.13% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #106 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Cellebrite in Q4 2022 and has held it in 8 quarters since.
69 funds tracked by Wall St. Rank held Cellebrite as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.