Evergreen Wealth Management
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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
Q3 		$9.8M Sell
600,306
-5,069
-0.8% -$87.4K 3.82% 5
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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Hestia Capital Management
Hestia Capital Management Cranberry Township, Pennsylvania $52.9M AUM 23.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Evergreen Wealth Management's PBI Position: Q3 2026 in Review

Evergreen Wealth Management reduced its Pitney Bowes (PBI) stake by 0.84% in Q3 2026, selling an estimated $87.4K and leaving 600,306 shares worth $9.8M. The position accounts for 3.82% of the portfolio, ranked #5.

Evergreen Wealth Management first reported a position in PBI in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q2 2026. 160 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Evergreen Wealth Management held 600,306 shares of Pitney Bowes worth $9.8M as of Q3 2026.
  • Evergreen Wealth Management sold 5,069 Pitney Bowes shares in Q3 2026, an estimated $87.4K.
  • Pitney Bowes made up 3.82% of Evergreen Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Evergreen Wealth Management first reported a position in Pitney Bowes in Q3 2025 and has held it in 5 quarters since.
  • Evergreen Wealth Management's Pitney Bowes position peaked at $10.6M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Evergreen Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.