HAI
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Hennessy Advisors Inc’s Pitney Bowes PBI Stock Holding History

Hennessy Advisors Inc’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 		$10.4M Sell
594,900
-380,600
-39% -$5.82M 0.33% 72
2026
Q1 		$10.8M Sell
975,500
-33,800
-3% -$355K 0.39% 69
2025
Q4 		$10.7M Sell
1,009,300
-65,700
-6% -$681K 0.38% 64
2025
Q3 		$12.3M Sell
1,075,000
-85,400
-7% -$995K 0.42% 57
2025
Q2 		$12.7M Buy
+1,160,400
New +$10.9M 0.42% 56

Other funds holding PBI

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
EWM
Evergreen Wealth Management Williamston, Michigan $213M AUM 16.8% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hennessy Advisors Inc's PBI Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its Pitney Bowes (PBI) stake by 39% in Q2 2026, selling an estimated $5.82M and leaving 594,900 shares worth $10.4M. The position accounts for 0.33% of the portfolio, ranked #72.

Hennessy Advisors Inc first reported a position in PBI in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7M in Q2 2025. 84 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Hennessy Advisors Inc held 594,900 shares of Pitney Bowes worth $10.4M as of Q2 2026.
  • Hennessy Advisors Inc sold 380,600 Pitney Bowes shares in Q2 2026, an estimated $5.82M.
  • Pitney Bowes made up 0.33% of Hennessy Advisors Inc's portfolio in Q2 2026, its #72 holding.
  • Hennessy Advisors Inc first reported a position in Pitney Bowes in Q2 2025 and has held it in 5 quarters since.
  • Hennessy Advisors Inc's Pitney Bowes position peaked at $12.7M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.