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Matthew Hamilton Rosenberg’s Pitney Bowes PBI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$1.63K Hold
100
– – ﹤0.01% 764
2026
Q2 		$1.75K Hold
100
– – ﹤0.01% 744
2026
Q1 		$1.1K Hold
100
– – ﹤0.01% 756
2025
Q4 		$1.06K Hold
100
– – ﹤0.01% 770
2025
Q3 		$1.14K Hold
100
– – ﹤0.01% 771
2025
Q2 		$1.09K Buy
+100
New +$941 ﹤0.01% 801

Other funds holding PBI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's PBI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Pitney Bowes (PBI) position steady in Q3 2026 at 100 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Matthew Hamilton Rosenberg first reported a position in PBI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.75K in Q2 2026. 24 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 100 shares of Pitney Bowes worth $1.63K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Pitney Bowes share count unchanged in Q3 2026.
  • Pitney Bowes made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #764 holding.
  • Matthew Hamilton Rosenberg first reported a position in Pitney Bowes in Q2 2025 and has held it in 6 quarters since.
  • Matthew Hamilton Rosenberg's Pitney Bowes position peaked at $1.75K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.