TFC Financial Management’s PubMatic PUBM Stock Holding History

TFC Financial 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
2025 Q1	–	Sell	-5,750	Closed	-$84.5K	–	1029
2024 Q4	$84.5K	Hold	5,750	–	–	0.01%	204
2024 Q3	$85.5K	Hold	5,750	–	–	0.01%	206
2024 Q2	$117K	Hold	5,750	–	–	0.02%	158
2024 Q1	$136K	Hold	5,750	–	–	0.02%	156
2023 Q4	$93.8K	Hold	5,750	–	–	0.02%	176
2023 Q3	$69.6K	Buy	5,750 +2,500	+77%	+$38K	0.02%	196
2023 Q2	$59.4K	Hold	3,250	–	–	0.01%	207
2023 Q1	$44.9K	Hold	3,250	–	–	0.01%	242
2022 Q4	$41.6K	Buy	+3,250	New	+$51K	0.01%	210
2022 Q1	–	Sell	-300	Closed	-$10K	–	571
2021 Q4	$10K	Buy	+300	New	+$9.78K	﹤0.01%	339

Other funds holding PUBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TFC Financial Management's PUBM Position: Q1 2025 in Review

TFC Financial Management sold out of PubMatic (PUBM) in Q1 2025, closing a stake of 5,750 shares — an estimated $84.5K sold.

TFC Financial Management first reported a position in PUBM in Q4 2021 and held it in 10 quarters. The position peaked at $136K in Q1 2024. 157 funds tracked by Wall St. Rank hold PUBM as of Q1 2025.

TFC Financial Management reported no remaining PubMatic position as of Q1 2025 after selling out during the quarter.
TFC Financial Management sold 5,750 PubMatic shares in Q1 2025, an estimated $84.5K.
TFC Financial Management first reported a position in PubMatic in Q4 2021 and held it in 10 quarters.
TFC Financial Management's PubMatic position peaked at $136K in Q1 2024.
157 funds tracked by Wall St. Rank held PubMatic as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.