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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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. 351 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.
351 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.