FORM Wealth Advisors’s Pitney Bowes PBI Stock Holding History

FORM 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 Q2	$257K	Hold	14,684	–	–	0.03%	52
2026 Q1	$162K	Hold	14,684	–	–	0.02%	58
2025 Q4	$155K	Buy	+14,684	New	+$152K	0.02%	59

Other funds holding PBI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FORM Wealth Advisors's PBI Position: Q2 2026 in Review

FORM Wealth Advisors held its Pitney Bowes (PBI) position steady in Q2 2026 at 14,684 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #52.

FORM Wealth Advisors first reported a position in PBI in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

FORM Wealth Advisors held 14,684 shares of Pitney Bowes worth $257K as of Q2 2026.
FORM Wealth Advisors left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #52 holding.
FORM Wealth Advisors first reported a position in Pitney Bowes in Q4 2025 and has held it in 3 quarters since.
42 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.