Wealth Enhancement Advisory Services
PBI icon

Wealth Enhancement Advisory Services’s Pitney Bowes PBI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$342K Buy
20,166
+725
+4% +$12.5K ﹤0.01% 3220
2026
Q2 		$356K Buy
19,441
+2,153
+12% +$32.9K ﹤0.01% 3031
2026
Q1 		$191K Buy
17,288
+1,219
+8% +$12.8K ﹤0.01% 3153
2025
Q4 		$163K Sell
16,069
-1,943
-11% -$20.1K ﹤0.01% 3329
2025
Q3 		$198K Buy
18,012
+2,116
+13% +$24.6K ﹤0.01% 3149
2025
Q2 		$182K Buy
15,896
+2,194
+16% +$20.6K ﹤0.01% 3018
2025
Q1 		$124K Buy
+13,702
New +$124K ﹤0.01% 2725

Other funds holding PBI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's PBI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Pitney Bowes (PBI) stake by 3.7% in Q3 2026, buying an estimated $12.5K and bringing the position to 20,166 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Wealth Enhancement Advisory Services first reported a position in PBI in Q1 2025 and has held it in 7 quarters since. The position peaked at $356K in Q2 2026. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,166 shares of Pitney Bowes worth $342K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 725 Pitney Bowes shares in Q3 2026, an estimated $12.5K.
  • Pitney Bowes made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3220 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pitney Bowes in Q1 2025 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Pitney Bowes position peaked at $356K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.