North Berkeley Wealth Management’s Pitney Bowes PBI Stock Holding History

North Berkeley Wealth Management’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	$238K	Hold	13,600	–	–	0.1%	71
2026 Q1	$150K	Hold	13,600	–	–	0.08%	73
2025 Q4	$144K	Hold	13,600	–	–	0.08%	75
2025 Q3	$155K	Hold	13,600	–	–	0.12%	65
2025 Q2	$148K	Hold	13,600	–	–	0.14%	64
2025 Q1	$123K	Hold	13,600	–	–	0.13%	60
2024 Q4	$98.5K	Buy	+13,600	New	+$101K	0.1%	67

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

North Berkeley Wealth Management's PBI Position: Q2 2026 in Review

North Berkeley Wealth Management held its Pitney Bowes (PBI) position steady in Q2 2026 at 13,600 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #71.

North Berkeley Wealth Management first reported a position in PBI in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

North Berkeley Wealth Management held 13,600 shares of Pitney Bowes worth $238K as of Q2 2026.
North Berkeley Wealth Management left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up 0.1% of North Berkeley Wealth Management's portfolio in Q2 2026, its #71 holding.
North Berkeley Wealth Management first reported a position in Pitney Bowes in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.