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Jackson Grant Investment Advisers’s Pitney Bowes PBI Stock Holding History

Jackson Grant Investment Advisers’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 		$12.6K Hold
720
– – ﹤0.01% 290
2026
Q1 		$7.96K Hold
720
– – ﹤0.01% 319
2025
Q4 		$7.61K Hold
720
– – ﹤0.01% 321
2025
Q3 		$8.21K Buy
+720
New +$8.39K ﹤0.01% 309

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
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

Jackson Grant Investment Advisers's PBI Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Pitney Bowes (PBI) position steady in Q2 2026 at 720 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Jackson Grant Investment Advisers first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Jackson Grant Investment Advisers held 720 shares of Pitney Bowes worth $12.6K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #290 holding.
  • Jackson Grant Investment Advisers first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.