Pinnacle Wealth Planning Services
PBI icon

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
Q3 		$44.7K Buy
2,737
+54
+2% +$932 ﹤0.01% 1340
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
WW
Wavvest Wealth Chicago, Illinois $124M AUM
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Pitney Bowes (PBI) stake by 2% in Q3 2026, buying an estimated $932 and bringing the position to 2,737 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Pinnacle Wealth Planning Services first reported a position in PBI in Q4 2020 and has held it in 5 quarters since. The position peaked at $47K in Q2 2026. 78 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,737 shares of Pitney Bowes worth $44.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 54 Pitney Bowes shares in Q3 2026, an estimated $932.
  • Pitney Bowes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1340 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pitney Bowes in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Pitney Bowes position peaked at $47K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.