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JFS Wealth Advisors’s Pitney Bowes PBI Stock Holding History

JFS Wealth Advisors’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 		$421 Buy
+24
New +$367 ﹤0.01% 1991

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
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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

JFS Wealth Advisors's PBI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 24 shares worth $421. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings.

72 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • JFS Wealth Advisors held 24 shares of Pitney Bowes worth $421 as of Q2 2026.
  • Pitney Bowes was a new JFS Wealth Advisors position in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1991 holding.
  • 72 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.