Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Fifth Third Wealth 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 		$192K Sell
11,759
-6,711
-36% -$116K 0.01% 1015
2026
Q2 		$324K Buy
18,470
+6,620
+56% +$101K 0.01% 674
2026
Q1 		$131K Buy
11,850
+211
+2% +$2.21K ﹤0.01% 800
2025
Q4 		$123K Sell
11,639
-2,988
-20% -$31K ﹤0.01% 778
2025
Q3 		$167K Hold
14,627
– – 0.01% 756
2025
Q2 		$160K Buy
14,627
+16
+0.1% +$151 0.01% 733
2025
Q1 		$132K Buy
14,611
+19
+0.1% +$172 0.01% 689
2024
Q4 		$106K Hold
14,592
– – 0.01% 713
2024
Q3 		$104K Buy
+14,592
New +$98.4K 0.01% 692

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
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Evergreen Wealth Management
Evergreen Wealth Management Williamston, Michigan $256M AUM 14.01% 1-Year Est. Return

Fifth Third Wealth Advisors's PBI Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Pitney Bowes (PBI) stake by 36% in Q3 2026, selling an estimated $116K and leaving 11,759 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1015.

Fifth Third Wealth Advisors first reported a position in PBI in Q3 2024 and has held it in 9 quarters since. The position peaked at $324K in Q2 2026. 145 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Fifth Third Wealth Advisors held 11,759 shares of Pitney Bowes worth $192K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 6,711 Pitney Bowes shares in Q3 2026, an estimated $116K.
  • Pitney Bowes made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #1015 holding.
  • Fifth Third Wealth Advisors first reported a position in Pitney Bowes in Q3 2024 and has held it in 9 quarters since.
  • Fifth Third Wealth Advisors's Pitney Bowes position peaked at $324K in Q2 2026.
  • 145 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.