Farther Finance Advisors
PBI icon

Farther Finance Advisors’s Pitney Bowes PBI Stock Holding History

Farther Finance Advisors’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 		$42.2K Buy
2,585
+45
+2% +$776 ﹤0.01% 3562
2026
Q2 		$44.7K Buy
2,540
+1,277
+101% +$19.5K ﹤0.01% 3326
2026
Q1 		$14K Buy
1,263
+612
+94% +$6.42K ﹤0.01% 3899
2025
Q4 		$6.88K Buy
651
+553
+564% +$5.74K ﹤0.01% 4149
2025
Q3 		$1.12K Buy
98
+56
+133% +$652 ﹤0.01% 4337
2025
Q2 		$458 Sell
42
-34
-45% -$320 ﹤0.01% 4061
2025
Q1 		$687 Buy
76
+43
+130% +$390 ﹤0.01% 3714
2024
Q4 		$239 Hold
33
– – ﹤0.01% 3617
2024
Q3 		$235 Hold
33
– – ﹤0.01% 3612
2024
Q2 		$196 Hold
33
– – ﹤0.01% 3497
2024
Q1 		$140 Hold
33
– – ﹤0.01% 3328
2023
Q4 		$145 Buy
+33
New +$128 ﹤0.01% 3267

Other funds holding PBI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's PBI Position: Q3 2026 in Review

Farther Finance Advisors increased its Pitney Bowes (PBI) stake by 1.8% in Q3 2026, buying an estimated $776 and bringing the position to 2,585 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Farther Finance Advisors first reported a position in PBI in Q4 2023 and has held it in 12 quarters since. The position peaked at $44.7K in Q2 2026. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Farther Finance Advisors held 2,585 shares of Pitney Bowes worth $42.2K as of Q3 2026.
  • Farther Finance Advisors bought 45 Pitney Bowes shares in Q3 2026, an estimated $776.
  • Pitney Bowes made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3562 holding.
  • Farther Finance Advisors first reported a position in Pitney Bowes in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Pitney Bowes position peaked at $44.7K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.