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
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

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 Enhancement Advisory Services's PBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pitney Bowes (PBI) stake by 12% in Q2 2026, buying an estimated $32.9K and bringing the position to 19,441 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Wealth Enhancement Advisory Services first reported a position in PBI in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,441 shares of Pitney Bowes worth $356K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,153 Pitney Bowes shares in Q2 2026, an estimated $32.9K.
  • Pitney Bowes made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3031 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pitney Bowes in Q1 2025 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.