First Citizens Bank & Trust
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First Citizens Bank & Trust’s Pitney Bowes PBI Stock Holding History

First Citizens Bank & Trust’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 		$347K Sell
21,272
-41,785
-66% -$721K 0.01% 577
2026
Q2 		$1.1M Buy
63,057
+1,170
+2% +$17.9K 0.02% 309
2026
Q1 		$684K Sell
61,887
-5,029
-8% -$52.8K 0.01% 371
2025
Q4 		$707K Sell
66,916
-657
-1% -$6.81K 0.01% 367
2025
Q3 		$771K Sell
67,573
-13,624
-17% -$159K 0.02% 338
2025
Q2 		$886K Buy
81,197
+53,708
+195% +$505K 0.02% 306
2025
Q1 		$249K Buy
27,489
+6,812
+33% +$61.7K 0.01% 429
2024
Q4 		$150K Buy
20,677
+2,020
+11% +$15K ﹤0.01% 466
2024
Q3 		$133K Buy
18,657
+1,032
+6% +$6.96K ﹤0.01% 457
2024
Q2 		$89.5K Buy
17,625
+886
+5% +$4.23K ﹤0.01% 439
2024
Q1 		$72.5K Buy
16,739
+723
+5% +$2.98K ﹤0.01% 425
2023
Q4 		$70.5K Buy
16,016
+2,753
+21% +$10.7K ﹤0.01% 354
2023
Q3 		$40.1K Sell
13,263
-920
-6% -$3.15K ﹤0.01% 345
2023
Q2 		$50.2K Sell
14,183
-4,072
-22% -$14.1K ﹤0.01% 348
2023
Q1 		$71K Sell
18,255
-611
-3% -$2.57K ﹤0.01% 325
2022
Q4 		$71K Sell
18,866
-5,416
-22% -$18.3K ﹤0.01% 317
2022
Q3 		$57K Sell
24,282
-3,582
-13% -$11.5K ﹤0.01% 306
2022
Q2 		$101K Sell
27,864
-179
-0.6% -$816 ﹤0.01% 394
2022
Q1 		$146K Sell
28,043
-354
-1% -$1.92K 0.01% 417
2021
Q4 		$188K Sell
28,397
-5,073
-15% -$36K 0.01% 423
2021
Q3 		$242K Buy
+33,470
New +$262K 0.01% 356
2015
Q2 		– Sell
-9,483
Closed -$221K – 429
2015
Q1 		$221K Sell
9,483
-881
-9% -$20.5K 0.02% 360
2014
Q4 		$253K Buy
+10,364
New +$253K 0.02% 287
2013
Q4 		– Sell
-18,979
Closed -$345K – 669
2013
Q3 		$345K Buy
18,979
+3,299
+21% +$54.1K 0.01% 877
2013
Q2 		$230K Buy
+15,680
New +$232K 0.01% 957

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
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Citizens Bank & Trust's PBI Position: Q3 2026 in Review

First Citizens Bank & Trust reduced its Pitney Bowes (PBI) stake by 66% in Q3 2026, selling an estimated $721K and leaving 21,272 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #577.

First Citizens Bank & Trust first reported a position in PBI in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.1M in Q2 2026. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • First Citizens Bank & Trust held 21,272 shares of Pitney Bowes worth $347K as of Q3 2026.
  • First Citizens Bank & Trust sold 41,785 Pitney Bowes shares in Q3 2026, an estimated $721K.
  • Pitney Bowes made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #577 holding.
  • First Citizens Bank & Trust first reported a position in Pitney Bowes in Q2 2013 and has held it in 25 quarters since.
  • First Citizens Bank & Trust's Pitney Bowes position peaked at $1.1M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.