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Triumph Capital Management’s Pitney Bowes PBI Stock Holding History

Triumph Capital 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 		$37.6K Sell
2,149
-118
-5% -$1.8K 0.01% 751
2026
Q1 		$25.1K Buy
2,267
+262
+13% +$2.75K 0.01% 814
2025
Q4 		$21.2K Buy
+2,005
New +$20.8K ﹤0.01% 847

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Triumph Capital Management's PBI Position: Q2 2026 in Review

Triumph Capital Management reduced its Pitney Bowes (PBI) stake by 5.2% in Q2 2026, selling an estimated $1.8K and leaving 2,149 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #751.

Triumph Capital Management first reported a position in PBI in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Triumph Capital Management held 2,149 shares of Pitney Bowes worth $37.6K as of Q2 2026.
  • Triumph Capital Management sold 118 Pitney Bowes shares in Q2 2026, an estimated $1.8K.
  • Pitney Bowes made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #751 holding.
  • Triumph Capital Management first reported a position in Pitney Bowes in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.