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Evergreen Wealth Management’s Pitney Bowes PBI Stock Holding History

Evergreen Wealth Management’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 		$10.6M Sell
605,375
-92,790
-13% -$1.42M 4.97% 4
2026
Q1 		$7.71M Sell
698,165
-189
-0% -$1.98K 3.98% 7
2025
Q4 		$7.38M Buy
698,354
+111,936
+19% +$1.16M 3.72% 10
2025
Q3 		$6.69M Buy
+586,418
New +$6.83M 3.51% 9

Other funds holding PBI

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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

Evergreen Wealth Management's PBI Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Pitney Bowes (PBI) stake by 13% in Q2 2026, selling an estimated $1.42M and leaving 605,375 shares worth $10.6M. The position accounts for 4.97% of the portfolio, ranked #4.

Evergreen Wealth Management first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Evergreen Wealth Management held 605,375 shares of Pitney Bowes worth $10.6M as of Q2 2026.
  • Evergreen Wealth Management sold 92,790 Pitney Bowes shares in Q2 2026, an estimated $1.42M.
  • Pitney Bowes made up 4.97% of Evergreen Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Evergreen Wealth Management first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.