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Inlight Wealth Management’s Pitney Bowes PBI Stock Holding History

Inlight 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
Q1 		– Sell
-500
Closed -$5.29K – 169
2025
Q4 		$5.29K Hold
500
– – ﹤0.01% 177
2025
Q3 		$5.71K Hold
500
– – ﹤0.01% 183
2025
Q2 		$5.46K Hold
500
– – ﹤0.01% 185
2025
Q1 		$4.53K Buy
+500
New +$4.53K ﹤0.01% 207

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Inlight Wealth Management's PBI Position: Q1 2026 in Review

Inlight Wealth Management sold out of Pitney Bowes (PBI) in Q1 2026, closing a stake of 500 shares — an estimated $5.29K sold.

Inlight Wealth Management first reported a position in PBI in Q1 2025 and held it in 4 quarters. The position peaked at $5.71K in Q3 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Inlight Wealth Management reported no remaining Pitney Bowes position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 500 Pitney Bowes shares in Q1 2026, an estimated $5.29K.
  • Inlight Wealth Management first reported a position in Pitney Bowes in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's Pitney Bowes position peaked at $5.71K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.