CGH
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Crossmark Global Holdings’s Pitney Bowes PBI Stock Holding History

Crossmark Global Holdings’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 		$459K Buy
26,226
+816
+3% +$12.5K 0.01% 903
2026
Q1 		$281K Buy
25,410
+10,409
+69% +$109K ﹤0.01% 1053
2025
Q4 		$159K Hold
15,001
– – ﹤0.01% 1199
2025
Q3 		$171K Buy
15,001
+12
+0.1% +$140 ﹤0.01% 1260
2025
Q2 		$164K Sell
14,989
-138
-0.9% -$1.3K ﹤0.01% 1293
2025
Q1 		$137K Sell
15,127
-4
-0% -$36 ﹤0.01% 1295
2024
Q4 		$110K Hold
15,131
– – ﹤0.01% 1241
2024
Q3 		$108K Sell
15,131
-261
-2% -$1.76K ﹤0.01% 1270
2024
Q2 		$78K Sell
15,392
-162
-1% -$774 ﹤0.01% 1284
2024
Q1 		$67K Sell
15,554
-80
-0.5% -$330 ﹤0.01% 1319
2023
Q4 		$69K Sell
15,634
-650
-4% -$2.52K ﹤0.01% 1294
2023
Q3 		$61K Hold
16,284
– – ﹤0.01% 1251
2023
Q2 		$63K Hold
16,284
– – ﹤0.01% 1294
2023
Q1 		$63K Buy
16,284
+94
+0.6% +$395 ﹤0.01% 1290
2022
Q4 		$62K Hold
16,190
– – ﹤0.01% 1247
2022
Q3 		$38K Sell
16,190
-800
-5% -$2.57K ﹤0.01% 1237
2022
Q2 		$61K Hold
16,990
– – ﹤0.01% 1268
2022
Q1 		$89K Hold
16,990
– – ﹤0.01% 1335
2021
Q4 		$113K Sell
16,990
-2,020
-11% -$14.3K ﹤0.01% 1350
2021
Q3 		$137K Hold
19,010
– – ﹤0.01% 1382
2021
Q2 		$167K Buy
19,010
+220
+1% +$1.83K ﹤0.01% 1394
2021
Q1 		$155K Sell
18,790
-5,850
-24% -$50.2K ﹤0.01% 1391
2020
Q4 		$152K Sell
24,640
-15,890
-39% -$95.4K ﹤0.01% 1341
2020
Q3 		$215K Buy
40,530
+4,220
+12% +$19.5K 0.01% 1199
2020
Q2 		$94K Buy
36,310
+6,470
+22% +$16.2K ﹤0.01% 1329
2020
Q1 		$61K Hold
29,840
– – ﹤0.01% 1221
2019
Q4 		$120K Buy
29,840
+10
+0% +$46 ﹤0.01% 1377
2019
Q3 		$136K Sell
29,830
-110
-0.4% -$441 ﹤0.01% 1311
2019
Q2 		$128K Sell
29,940
-140
-0.5% -$751 ﹤0.01% 1360
2019
Q1 		$207K Sell
30,080
-150
-0.5% -$1.04K 0.01% 1297
2018
Q4 		$179K Buy
30,230
+16,400
+119% +$118K 0.01% 1322
2018
Q3 		$98K Buy
13,830
+230
+2% +$1.86K ﹤0.01% 1574
2018
Q2 		$117K Sell
13,600
-1,730
-11% -$16.7K ﹤0.01% 1568
2018
Q1 		$167K Sell
15,330
-1,470
-9% -$18.2K ﹤0.01% 1527
2017
Q4 		$188K Buy
16,800
+1,552
+10% +$18.3K ﹤0.01% 1595
2017
Q3 		$214K Buy
+15,248
New +$209K 0.01% 1521
2016
Q3 		$214K Buy
+15,248
New +$280K 0.01% 1521

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
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
Wealth Enhancement Advisory Services
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
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Crossmark Global Holdings's PBI Position: Q2 2026 in Review

Crossmark Global Holdings increased its Pitney Bowes (PBI) stake by 3.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 26,226 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #903.

Crossmark Global Holdings first reported a position in PBI in Q3 2016 and has held it in 37 quarters since. 26 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Crossmark Global Holdings held 26,226 shares of Pitney Bowes worth $459K as of Q2 2026.
  • Crossmark Global Holdings bought 816 Pitney Bowes shares in Q2 2026, an estimated $12.5K.
  • Pitney Bowes made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #903 holding.
  • Crossmark Global Holdings first reported a position in Pitney Bowes in Q3 2016 and has held it in 37 quarters since.
  • 26 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.