Spire Wealth Management’s Pitney Bowes PBI Stock Holding History

Spire 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	$1.1K	Buy	+63	New	+$963	﹤0.01%	2121
2023 Q2	–	Sell	-569	Closed	-$2.21K	–	2497
2023 Q1	$2.21K	Buy	569 +8	+1%	+$34	﹤0.01%	2239
2022 Q4	$2K	Buy	561 +7	+1%	+$24	﹤0.01%	2082
2022 Q3	$1K	Buy	554 +9	+2%	+$29	﹤0.01%	2117
2022 Q2	$2K	Sell	545 -1,071	-66%	-$4.88K	﹤0.01%	2388
2022 Q1	$8K	Sell	1,616 -23,055	-93%	-$125K	﹤0.01%	2117
2021 Q4	$164K	Buy	24,671 +24,446	+10,865%	+$173K	﹤0.01%	1181
2021 Q3	$2K	Hold	225	–	–	﹤0.01%	2475
2021 Q2	$2K	Sell	225 -4,400	-95%	-$36.7K	﹤0.01%	2492
2021 Q1	$38K	Buy	+4,625	New	+$39.7K	﹤0.01%	1868

Other funds holding PBI

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Spire Wealth Management opened a new position in Pitney Bowes (PBI) in Q2 2026: 63 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2121 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in PBI as recently as Q1 2023.

Spire Wealth Management first reported a position in PBI in Q1 2021 and has held it in 10 quarters since. The position peaked at $164K in Q4 2021. 30 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Spire Wealth Management held 63 shares of Pitney Bowes worth $1.1K as of Q2 2026.
Pitney Bowes was a new Spire Wealth Management position in Q2 2026.
Pitney Bowes made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2121 holding.
Spire Wealth Management first reported a position in Pitney Bowes in Q1 2021 and has held it in 10 quarters since.
Spire Wealth Management's Pitney Bowes position peaked at $164K in Q4 2021.
30 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.