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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's PBI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pitney Bowes (PBI) stake by 9.1% in Q1 2026, buying an estimated $2.3K and bringing the position to 2,616 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Pinnacle Wealth Planning Services first reported a position in PBI in Q4 2020 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,616 shares of Pitney Bowes worth $28.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 219 Pitney Bowes shares in Q1 2026, an estimated $2.3K.
  • Pitney Bowes made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1502 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pitney Bowes in Q4 2020 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.