Pension & Wealth Management Advisors’s PubMatic PUBM Stock Holding History

Pension & Wealth Management 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
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

GHC

Graham Holdings Company Arlington, Virginia $1.08B AUM 28.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pension & Wealth Management Advisors's PUBM Position: Q1 2025 in Review

Pension & Wealth Management Advisors sold out of PubMatic (PUBM) in Q1 2025, closing a stake of 5,796 shares — an estimated $85.1K sold.

Pension & Wealth Management Advisors 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 reported no remaining PubMatic position as of Q1 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 5,796 PubMatic shares in Q1 2025, an estimated $85.1K.
Pension & Wealth Management Advisors first reported a position in PubMatic in Q4 2022 and held it in 9 quarters.
Pension & Wealth Management Advisors'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's 13F filing for Q1 2025, filed 7 Aug 2026.