True Wealth Design’s Pitney Bowes PBI Stock Holding History

True Wealth Design’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
2025 Q2	–	Sell	-22	Closed	-$200	–	2761
2025 Q1	$200	Buy	+22	New	+$199	﹤0.01%	1963

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

True Wealth Design's PBI Position: Q2 2025 in Review

True Wealth Design sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 22 shares — an estimated $200 sold.

True Wealth Design first reported a position in PBI in Q1 2025 and held it in 1 quarter. The position peaked at $200 in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

True Wealth Design reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 22 Pitney Bowes shares in Q2 2025, an estimated $200.
True Wealth Design first reported a position in Pitney Bowes in Q1 2025 and held it in 1 quarter.
True Wealth Design's Pitney Bowes position peaked at $200 in Q1 2025.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.