Cedar Mountain Advisors’s Pitney Bowes PBI Stock Holding History

Cedar Mountain Advisors’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	$753	Hold	43	–	–	﹤0.01%	987
2026 Q1	$475	Buy	43 +42	+4,200%	+$441	﹤0.01%	1020
2025 Q4	$11	Buy	+1	New	+$10	﹤0.01%	748
2021 Q4	–	Sell	-250	Closed	-$2K	–	324
2021 Q3	$2K	Hold	250	–	–	﹤0.01%	266
2021 Q2	$2K	Buy	+250	New	+$2.08K	﹤0.01%	240

Other funds holding PBI

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Cedar Mountain Advisors's PBI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Pitney Bowes (PBI) position steady in Q2 2026 at 43 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Cedar Mountain Advisors first reported a position in PBI in Q2 2021 and has held it in 5 quarters since. The position peaked at $2K in Q3 2021. 26 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Cedar Mountain Advisors held 43 shares of Pitney Bowes worth $753 as of Q2 2026.
Cedar Mountain Advisors left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #987 holding.
Cedar Mountain Advisors first reported a position in Pitney Bowes in Q2 2021 and has held it in 5 quarters since.
Cedar Mountain Advisors's Pitney Bowes position peaked at $2K in Q3 2021.
26 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.