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HB Wealth Management’s Pitney Bowes PBI Stock Holding History

HB Wealth Management’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 		$1.11M Buy
63,088
+642
+1% +$9.82K 0.01% 703
2026
Q1 		$690K Buy
62,446
+1,807
+3% +$19K ﹤0.01% 827
2025
Q4 		$641K Buy
60,639
+248
+0.4% +$2.57K ﹤0.01% 794
2025
Q3 		$689K Buy
60,391
+298
+0.5% +$3.47K ﹤0.01% 721
2025
Q2 		$656K Buy
60,093
+29,279
+95% +$275K 0.01% 658
2025
Q1 		$279K Buy
+30,814
New +$279K ﹤0.01% 1003

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HB Wealth Management's PBI Position: Q2 2026 in Review

HB Wealth Management increased its Pitney Bowes (PBI) stake by 1% in Q2 2026, buying an estimated $9.82K and bringing the position to 63,088 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #703.

HB Wealth Management first reported a position in PBI in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • HB Wealth Management held 63,088 shares of Pitney Bowes worth $1.11M as of Q2 2026.
  • HB Wealth Management bought 642 Pitney Bowes shares in Q2 2026, an estimated $9.82K.
  • Pitney Bowes made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #703 holding.
  • HB Wealth Management first reported a position in Pitney Bowes in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.