AssetMark Inc
PBI icon

AssetMark Inc’s Pitney Bowes PBI Stock Holding History

AssetMark Inc’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 		$10.4K Buy
593
+6
+1% +$92 ﹤0.01% 2430
2026
Q1 		$6.49K Hold
587
– – ﹤0.01% 2470
2025
Q4 		$6.21K Buy
587
+566
+2,695% +$5.87K ﹤0.01% 2395
2025
Q3 		$240 Hold
21
– – ﹤0.01% 3043
2025
Q2 		$229 Buy
+21
New +$198 ﹤0.01% 2859
2017
Q3 		– Sell
-560
Closed -$8K – 1581
2017
Q2 		$8K Sell
560
-1,461
-72% -$21.3K ﹤0.01% 1055
2017
Q1 		$26K Sell
2,021
-64
-3% -$904 ﹤0.01% 805
2016
Q4 		$32K Sell
2,085
-5,707
-73% -$90.8K ﹤0.01% 746
2016
Q3 		$142K Sell
7,792
-42
-0.5% -$771 ﹤0.01% 445
2016
Q2 		$139K Buy
7,834
+7,820
+55,857% +$151K ﹤0.01% 445
2016
Q1 		$0 Sell
14
-183
-93% -$3.48K ﹤0.01% 1348
2015
Q4 		$4K Buy
197
+188
+2,089% +$3.89K ﹤0.01% 1006
2015
Q3 		$0 Buy
+9
New +$185 ﹤0.01% 820

Other funds holding PBI

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
EWM
Evergreen Wealth Management Williamston, Michigan $213M AUM 16.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

AssetMark Inc's PBI Position: Q2 2026 in Review

AssetMark Inc increased its Pitney Bowes (PBI) stake by 1% in Q2 2026, buying an estimated $92 and bringing the position to 593 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

AssetMark Inc first reported a position in PBI in Q3 2015 and has held it in 13 quarters since. The position peaked at $142K in Q3 2016. 99 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • AssetMark Inc held 593 shares of Pitney Bowes worth $10.4K as of Q2 2026.
  • AssetMark Inc bought 6 Pitney Bowes shares in Q2 2026, an estimated $92.
  • Pitney Bowes made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2430 holding.
  • AssetMark Inc first reported a position in Pitney Bowes in Q3 2015 and has held it in 13 quarters since.
  • AssetMark Inc's Pitney Bowes position peaked at $142K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.