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Clayton Financial Group’s Pitney Bowes PBI Stock Holding History

Clayton Financial Group’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 		– Sell
-100
Closed -$1.1K – 430
2026
Q1 		$1.1K Hold
100
– – ﹤0.01% 551
2025
Q4 		$1.06K Hold
100
– – ﹤0.01% 546
2025
Q3 		$1.14K Buy
+100
New +$1.17K ﹤0.01% 269

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Clayton Financial Group's PBI Position: Q2 2026 in Review

Clayton Financial Group sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 100 shares — an estimated $1.1K sold.

Clayton Financial Group first reported a position in PBI in Q3 2025 and held it in 3 quarters. The position peaked at $1.14K in Q3 2025. 47 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Clayton Financial Group reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 100 Pitney Bowes shares in Q2 2026, an estimated $1.1K.
  • Clayton Financial Group first reported a position in Pitney Bowes in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Pitney Bowes position peaked at $1.14K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.