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Crumly & Associates’s Pitney Bowes PBI Stock Holding History

Crumly & Associates’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 		$204K Sell
11,660
-8,529
-42% -$130K 0.04% 191
2026
Q1 		$223K Buy
20,189
+1,167
+6% +$12.2K 0.05% 189
2025
Q4 		$201K Sell
19,022
-2,115
-10% -$21.9K 0.04% 198
2025
Q3 		$241K Sell
21,137
-4,158
-16% -$48.4K 0.05% 171
2025
Q2 		$276K Sell
25,295
-2,629
-9% -$24.7K 0.07% 133
2025
Q1 		$253K Buy
27,924
+904
+3% +$8.19K 0.07% 145
2024
Q4 		$196K Buy
27,020
+506
+2% +$3.76K 0.05% 149
2024
Q3 		$189K Sell
26,514
-3,332
-11% -$22.5K 0.05% 142
2024
Q2 		$152K Sell
29,846
-108,859
-78% -$520K 0.04% 134
2024
Q1 		$601K Buy
138,705
+981
+0.7% +$4.05K 0.16% 82
2023
Q4 		$606K Sell
137,724
-155
-0.1% -$601 0.18% 71
2023
Q3 		$416K Sell
137,879
-1,877
-1% -$6.43K 0.16% 77
2023
Q2 		$495K Buy
139,756
+46,838
+50% +$162K 0.2% 72
2023
Q1 		$361K Sell
92,918
-1,101
-1% -$4.63K 0.16% 83
2022
Q4 		$357K Sell
94,019
-11,571
-11% -$39K 0.13% 70
2022
Q3 		$246K Buy
105,590
+34,343
+48% +$110K 0.1% 97
2022
Q2 		$258K Buy
+71,247
New +$325K 0.11% 96

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
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
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

Crumly & Associates's PBI Position: Q2 2026 in Review

Crumly & Associates reduced its Pitney Bowes (PBI) stake by 42% in Q2 2026, selling an estimated $130K and leaving 11,660 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #191.

Crumly & Associates first reported a position in PBI in Q2 2022 and has held it in 17 quarters since. The position peaked at $606K in Q4 2023. 40 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Crumly & Associates held 11,660 shares of Pitney Bowes worth $204K as of Q2 2026.
  • Crumly & Associates sold 8,529 Pitney Bowes shares in Q2 2026, an estimated $130K.
  • Pitney Bowes made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #191 holding.
  • Crumly & Associates first reported a position in Pitney Bowes in Q2 2022 and has held it in 17 quarters since.
  • Crumly & Associates's Pitney Bowes position peaked at $606K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.