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

Private Wealth Management Group’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	$2.31K	Hold	132	–	–	﹤0.01%	1109
2026 Q1	$1.46K	Hold	132	–	–	﹤0.01%	1174
2025 Q4	$1.4K	Hold	132	–	–	﹤0.01%	1182
2025 Q3	$1.51K	Hold	132	–	–	﹤0.01%	1188
2025 Q2	$1.44K	Hold	132	–	–	﹤0.01%	1182
2025 Q1	$1.2K	Hold	132	–	–	﹤0.01%	1213
2024 Q4	$956	Hold	132	–	–	﹤0.01%	1311
2024 Q3	$942	Hold	132	–	–	﹤0.01%	1303
2024 Q2	$671	Hold	132	–	–	﹤0.01%	1379
2024 Q1	$572	Hold	132	–	–	﹤0.01%	1415
2023 Q4	$581	Buy	+132	New	+$512	﹤0.01%	1432

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

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

Private Wealth Management Group held its Pitney Bowes (PBI) position steady in Q2 2026 at 132 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Private Wealth Management Group first reported a position in PBI in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Private Wealth Management Group held 132 shares of Pitney Bowes worth $2.31K as of Q2 2026.
Private Wealth Management Group left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1109 holding.
Private Wealth Management Group first reported a position in Pitney Bowes in Q4 2023 and has held it in 11 quarters since.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.