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Integrated Wealth Concepts’s Pitney Bowes PBI Stock Holding History

Integrated Wealth Concepts’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
-19,929
Closed -$211K – 2314
2025
Q4 		$211K Buy
+19,929
New +$207K ﹤0.01% 1500

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

Integrated Wealth Concepts's PBI Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Pitney Bowes (PBI) in Q1 2026, closing a stake of 19,929 shares — an estimated $211K sold.

Integrated Wealth Concepts first reported a position in PBI in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Pitney Bowes position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 19,929 Pitney Bowes shares in Q1 2026, an estimated $211K.
  • Integrated Wealth Concepts first reported a position in Pitney Bowes in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Pitney Bowes position peaked at $211K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.