American Assets Investment Management’s Pitney Bowes PBI Stock Holding History

American Assets Investment Management’s Portfolio PBI Stock Details PBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.28M	Buy	130,000 +122,000	+1,525%	+$1.87M	0.14%	116
2026 Q1	$733K	Sell	8,000 -122,000	-94%	-$1.28M	0.05%	141
2025 Q4	$1.37M	Hold	130,000	–	–	0.09%	129
2025 Q3	$1.48M	Hold	130,000	–	–	0.11%	123
2025 Q2	$1.34M	Hold	130,000	–	–	0.11%	125
2025 Q1	$1.18M	Hold	130,000	–	–	0.1%	134
2024 Q4	$941K	Buy	+130,000	New	+$966K	0.08%	141

Other funds holding PBI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Assets Investment Management's PBI Position: Q2 2026 in Review

American Assets Investment Management increased its Pitney Bowes (PBI) stake by 1,525% in Q2 2026, buying an estimated $1.87M and bringing the position to 130,000 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #116.

American Assets Investment Management first reported a position in PBI in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

American Assets Investment Management held 130,000 shares of Pitney Bowes worth $2.28M as of Q2 2026.
American Assets Investment Management bought 122,000 Pitney Bowes shares in Q2 2026, an estimated $1.87M.
Pitney Bowes made up 0.14% of American Assets Investment Management's portfolio in Q2 2026, its #116 holding.
American Assets Investment Management first reported a position in Pitney Bowes in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on American Assets Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.