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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s PubMatic PUBM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-5,796
Closed -$85.1K – 510
2024
Q4 		$85.1K Sell
5,796
-2,898
-33% -$44.9K 0.03% 202
2024
Q3 		$129K Sell
8,694
-235
-3% -$4.08K 0.07% 131
2024
Q2 		$181K Buy
8,929
+672
+8% +$15K 0.1% 99
2024
Q1 		$196K Buy
8,257
+995
+14% +$17.8K 0.13% 90
2023
Q4 		$118K Hold
7,262
– – 0.07% 131
2023
Q3 		$87.9K Buy
7,262
+1,730
+31% +$26.3K 0.06% 136
2023
Q2 		$101K Sell
5,532
-2,011
-27% -$32K 0.08% 126
2023
Q1 		$104K Buy
7,543
+325
+5% +$4.69K 0.08% 115
2022
Q4 		$92.5K Buy
+7,218
New +$113K 0.08% 123

Other funds holding PUBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PUBM Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of PubMatic (PUBM) in Q1 2025, closing a stake of 5,796 shares — an estimated $85.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PUBM in Q4 2022 and held it in 9 quarters. The position peaked at $196K in Q1 2024. 157 funds tracked by Wall St. Rank hold PUBM as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining PubMatic position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5,796 PubMatic shares in Q1 2025, an estimated $85.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PubMatic in Q4 2022 and held it in 9 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PubMatic position peaked at $196K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held PubMatic as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.