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Intentional Wealth Strategies’s Pitney Bowes PBI Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-295
Closed -$3.26K – 658
2026
Q1 		$3.26K Buy
+295
New +$3.1K ﹤0.01% 571

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

Intentional Wealth Strategies's PBI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 295 shares — an estimated $3.26K sold.

Intentional Wealth Strategies first reported a position in PBI in Q1 2026 and held it in 1 quarter. The position peaked at $3.26K in Q1 2026. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 295 Pitney Bowes shares in Q2 2026, an estimated $3.26K.
  • Intentional Wealth Strategies first reported a position in Pitney Bowes in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Pitney Bowes position peaked at $3.26K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.