Cresset Asset Management’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$248K Buy
+14,143
New +$216K ﹤0.01% 1480
2019
Q2
– Sell
-179
Closed -$1K – 1326
2019
Q1
$1K Hold
179
– – ﹤0.01% 1838
2018
Q4
$1K Buy
+179
New +$1.29K ﹤0.01% 1555

Other funds holding PBI

Cresset Asset Management's PBI Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Pitney Bowes (PBI) in Q2 2026: 14,143 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in PBI as recently as Q1 2019.

Cresset Asset Management first reported a position in PBI in Q4 2018 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Cresset Asset Management held 14,143 shares of Pitney Bowes worth $248K as of Q2 2026.
  • Pitney Bowes was a new Cresset Asset Management position in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1480 holding.
  • Cresset Asset Management first reported a position in Pitney Bowes in Q4 2018 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.