WE
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Wealth Effects’s Pitney Bowes PBI Stock Holding History

Wealth Effects’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 		$894K Sell
51,000
-10,000
-16% -$153K 0.24% 79
2026
Q1 		$674K Hold
61,000
– – 0.24% 82
2025
Q4 		$645K Hold
61,000
– – 0.2% 90
2025
Q3 		$696K Sell
61,000
-7,500
-11% -$87.4K 0.22% 82
2025
Q2 		$747K Sell
68,500
-21,401
-24% -$201K 0.28% 69
2025
Q1 		$814K Sell
89,901
-72,643
-45% -$658K 0.34% 63
2024
Q4 		$1.18M Sell
162,544
-8,964
-5% -$66.6K 0.42% 47
2024
Q3 		$1.22M Sell
171,508
-1,960
-1% -$13.2K 0.43% 51
2024
Q2 		$881K Buy
173,468
+24,551
+16% +$117K 0.32% 65
2024
Q1 		$645K Sell
148,917
-2,434
-2% -$10K 0.24% 86
2023
Q4 		$666K Sell
151,351
-7,287
-5% -$28.3K 0.25% 92
2023
Q3 		$479K Buy
158,638
+6,608
+4% +$22.6K 0.24% 95
2023
Q2 		$538K Buy
152,030
+3,540
+2% +$12.3K 0.24% 90
2023
Q1 		$578K Buy
148,490
+12,578
+9% +$52.8K 0.3% 76
2022
Q4 		$516K Buy
135,912
+9,479
+7% +$31.9K 0.29% 79
2022
Q3 		$295K Sell
126,433
-11,840
-9% -$38K 0.18% 118
2022
Q2 		$501K Sell
138,273
-32,801
-19% -$150K 0.3% 79
2022
Q1 		$890K Buy
171,074
+2,018
+1% +$10.9K 0.42% 55
2021
Q4 		$1.12M Buy
+169,056
New +$1.2M 0.47% 51

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

Wealth Effects's PBI Position: Q2 2026 in Review

Wealth Effects reduced its Pitney Bowes (PBI) stake by 16% in Q2 2026, selling an estimated $153K and leaving 51,000 shares worth $894K. The position accounts for 0.24% of the portfolio, ranked #79.

Wealth Effects first reported a position in PBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2024. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Wealth Effects held 51,000 shares of Pitney Bowes worth $894K as of Q2 2026.
  • Wealth Effects sold 10,000 Pitney Bowes shares in Q2 2026, an estimated $153K.
  • Pitney Bowes made up 0.24% of Wealth Effects's portfolio in Q2 2026, its #79 holding.
  • Wealth Effects first reported a position in Pitney Bowes in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Pitney Bowes position peaked at $1.22M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.