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Pinnacle Wealth Planning Services’s Pitney Bowes PBI Stock Holding History

Pinnacle Wealth Planning Services’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 		$47K Buy
2,683
+67
+3% +$1.02K ﹤0.01% 1309
2026
Q1 		$28.9K Buy
2,616
+219
+9% +$2.3K ﹤0.01% 1502
2025
Q4 		$25.3K Buy
+2,397
New +$24.9K ﹤0.01% 1607
2021
Q1 		– Sell
-220
Closed -$1K – 1480
2020
Q4 		$1K Buy
+220
New +$1.32K ﹤0.01% 2154

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

Pinnacle Wealth Planning Services's PBI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Pitney Bowes (PBI) stake by 2.6% in Q2 2026, buying an estimated $1.02K and bringing the position to 2,683 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Pinnacle Wealth Planning Services first reported a position in PBI in Q4 2020 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,683 shares of Pitney Bowes worth $47K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 67 Pitney Bowes shares in Q2 2026, an estimated $1.02K.
  • Pitney Bowes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1309 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pitney Bowes in Q4 2020 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.