CoreCap Advisors’s Pitney Bowes PBI Stock Holding History

CoreCap 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 Q3	$783	Hold	48	–	–	﹤0.01%	2715
2026 Q2	$841	Hold	48	–	–	﹤0.01%	2735
2026 Q1	$530	Hold	48	–	–	﹤0.01%	2640
2025 Q4	$507	Hold	48	–	–	﹤0.01%	2704
2025 Q3	$548	Hold	48	–	–	﹤0.01%	2558
2025 Q2	$524	Hold	48	–	–	﹤0.01%	2504
2025 Q1	$434	Hold	48	–	–	﹤0.01%	2739
2024 Q4	$348	Sell	48 -48	-50%	-$357	﹤0.01%	2603
2024 Q3	$684	Buy	+96	New	+$647	﹤0.01%	2322
2024 Q2	–	Sell	-96	Closed	-$416	–	2303
2024 Q1	$416	Buy	+96	New	+$396	﹤0.01%	2352
2022 Q4	$365	Buy	+96	New	+$324	﹤0.01%	2210
2022 Q3	–	Sell	-96	Closed	–	–	1611
2022 Q2	$0	Buy	+96	New	+$438	﹤0.01%	2234
2022 Q1	–	Sell	-1,296	Closed	-$9K	–	1608
2021 Q4	$9K	Buy	+1,296	New	+$9.19K	﹤0.01%	1586

Other funds holding PBI

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's PBI Position: Q3 2026 in Review

CoreCap Advisors held its Pitney Bowes (PBI) position steady in Q3 2026 at 48 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

CoreCap Advisors first reported a position in PBI in Q4 2021 and has held it in 13 quarters since. The position peaked at $9K in Q4 2021. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

CoreCap Advisors held 48 shares of Pitney Bowes worth $783 as of Q3 2026.
CoreCap Advisors left its Pitney Bowes share count unchanged in Q3 2026.
Pitney Bowes made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2715 holding.
CoreCap Advisors first reported a position in Pitney Bowes in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Pitney Bowes position peaked at $9K in Q4 2021.
21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.