FORM Wealth Advisors
PBI icon

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
Q3 		$240K Hold
14,684
– – 0.03% 54
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
WWL
Wavvest Wealth LLC Chicago, Illinois $124M AUM
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

FORM Wealth Advisors's PBI Position: Q3 2026 in Review

FORM Wealth Advisors held its Pitney Bowes (PBI) position steady in Q3 2026 at 14,684 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #54.

FORM Wealth Advisors first reported a position in PBI in Q4 2025 and has held it in 4 quarters since. The position peaked at $257K in Q2 2026. 73 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • FORM Wealth Advisors held 14,684 shares of Pitney Bowes worth $240K as of Q3 2026.
  • FORM Wealth Advisors left its Pitney Bowes share count unchanged in Q3 2026.
  • Pitney Bowes made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • FORM Wealth Advisors first reported a position in Pitney Bowes in Q4 2025 and has held it in 4 quarters since.
  • FORM Wealth Advisors's Pitney Bowes position peaked at $257K in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

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