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Twin Peaks Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-112
Closed -$1.24K – 1608
2026
Q1 		$1.24K Buy
+112
New +$1.18K ﹤0.01% 1845
2025
Q3 		– Sell
-146
Closed -$1.69K – 1522
2025
Q2 		$1.69K Buy
+146
New +$1.37K ﹤0.01% 1669

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin Peaks Wealth Advisors's PBI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 112 shares — an estimated $1.24K sold.

Twin Peaks Wealth Advisors first reported a position in PBI in Q2 2025 and held it in 2 quarters. The position peaked at $1.69K in Q2 2025. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 112 Pitney Bowes shares in Q2 2026, an estimated $1.24K.
  • Twin Peaks Wealth Advisors first reported a position in Pitney Bowes in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Pitney Bowes position peaked at $1.69K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.