GAMMA Investing
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GAMMA Investing’s Pitney Bowes PBI Stock Holding History

GAMMA Investing’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 		$77.9K Buy
4,771
+207
+5% +$3.57K ﹤0.01% 2060
2026
Q2 		$80K Buy
4,564
+242
+6% +$3.7K ﹤0.01% 1972
2026
Q1 		$47.8K Buy
4,322
+680
+19% +$7.13K ﹤0.01% 2210
2025
Q4 		$38.5K Sell
3,642
-82
-2% -$850 ﹤0.01% 2245
2025
Q3 		$42.5K Buy
3,724
+262
+8% +$3.05K ﹤0.01% 2106
2025
Q2 		$37.8K Buy
3,462
+68
+2% +$640 ﹤0.01% 2094
2025
Q1 		$30.7K Buy
3,394
+677
+25% +$6.13K ﹤0.01% 2143
2024
Q4 		$19.7K Buy
2,717
+1,084
+66% +$8.06K ﹤0.01% 2270
2024
Q3 		$11.6K Buy
1,633
+1,139
+231% +$7.68K ﹤0.01% 2386
2024
Q2 		$2.51K Buy
494
+36
+8% +$172 ﹤0.01% 2821
2024
Q1 		$1.98K Sell
458
-58
-11% -$239 ﹤0.01% 2748
2023
Q4 		$2.12K Buy
+516
New +$2K ﹤0.01% 2564

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
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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
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

GAMMA Investing's PBI Position: Q3 2026 in Review

GAMMA Investing increased its Pitney Bowes (PBI) stake by 4.5% in Q3 2026, buying an estimated $3.57K and bringing the position to 4,771 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

GAMMA Investing first reported a position in PBI in Q4 2023 and has held it in 12 quarters since. The position peaked at $80K in Q2 2026. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • GAMMA Investing held 4,771 shares of Pitney Bowes worth $77.9K as of Q3 2026.
  • GAMMA Investing bought 207 Pitney Bowes shares in Q3 2026, an estimated $3.57K.
  • Pitney Bowes made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2060 holding.
  • GAMMA Investing first reported a position in Pitney Bowes in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Pitney Bowes position peaked at $80K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.