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Private Wealth Asset Management’s Pitney Bowes PBI Stock Holding History

Private Wealth Asset 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 		$16.6K Hold
950
– – ﹤0.01% 606
2026
Q1 		$10.5K Hold
950
– – ﹤0.01% 690
2025
Q4 		$10K Buy
+950
New +$9.85K ﹤0.01% 674

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

Private Wealth Asset Management's PBI Position: Q2 2026 in Review

Private Wealth Asset Management held its Pitney Bowes (PBI) position steady in Q2 2026 at 950 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Private Wealth Asset Management first reported a position in PBI in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Private Wealth Asset Management held 950 shares of Pitney Bowes worth $16.6K as of Q2 2026.
  • Private Wealth Asset Management left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #606 holding.
  • Private Wealth Asset Management first reported a position in Pitney Bowes in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.