SHP Wealth Management’s Pitney Bowes PBI Stock Holding History

SHP Wealth 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	$17.5K	Hold	1,000	–	–	﹤0.01%	825
2026 Q1	$11.1K	Hold	1,000	–	–	﹤0.01%	875
2025 Q4	$10.6K	Buy	+1,000	New	+$10.4K	﹤0.01%	818

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return

EWM

Evergreen Wealth Management Williamston, Michigan $213M AUM 16.8% 1-Year Est. Return

SHP Wealth Management's PBI Position: Q2 2026 in Review

SHP Wealth Management held its Pitney Bowes (PBI) position steady in Q2 2026 at 1,000 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

SHP Wealth Management first reported a position in PBI in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

SHP Wealth Management held 1,000 shares of Pitney Bowes worth $17.5K as of Q2 2026.
SHP Wealth Management left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #825 holding.
SHP Wealth Management first reported a position in Pitney Bowes in Q4 2025 and has held it in 3 quarters since.
158 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

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