Wedge Capital Management
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Wedge Capital Management’s Pitney Bowes PBI Stock Holding History

Wedge Capital Management’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 		$3.05M Sell
186,923
-16,137
-8% -$278K 0.05% 260
2026
Q2 		$3.56M Sell
203,060
-272
-0.1% -$4.16K 0.06% 246
2026
Q1 		$2.25M Sell
203,332
-47,510
-19% -$498K 0.04% 321
2025
Q4 		$2.65M Buy
250,842
+32,718
+15% +$339K 0.05% 303
2025
Q3 		$2.49M Buy
218,124
+55,856
+34% +$651K 0.04% 309
2025
Q2 		$1.77M Sell
162,268
-1,128
-0.7% -$10.6K 0.03% 341
2025
Q1 		$1.48M Sell
163,396
-28,828
-15% -$261K 0.03% 366
2024
Q4 		$1.39M Sell
192,224
-4,827
-2% -$35.9K 0.03% 377
2024
Q3 		$1.4M Buy
+197,051
New +$1.33M 0.02% 373
2018
Q2 		– Sell
-1,379,601
Closed -$15M – 606
2018
Q1 		$15M Sell
1,379,601
-285,171
-17% -$3.53M 0.14% 198
2017
Q4 		$18.6M Buy
1,664,772
+54,862
+3% +$646K 0.17% 175
2017
Q3 		$22.6M Buy
1,609,910
+69,253
+4% +$951K 0.21% 142
2017
Q2 		$23.3M Sell
1,540,657
-312,190
-17% -$4.56M 0.22% 144
2017
Q1 		$24.3M Buy
1,852,847
+372,115
+25% +$5.26M 0.23% 130
2016
Q4 		$22.5M Buy
1,480,732
+355,336
+32% +$5.66M 0.22% 149
2016
Q3 		$20.4M Sell
1,125,396
-1,208
-0.1% -$22.2K 0.21% 147
2016
Q2 		$20.1M Sell
1,126,604
-26,177
-2% -$504K 0.21% 138
2016
Q1 		$24.8M Sell
1,152,781
-87,082
-7% -$1.65M 0.26% 112
2015
Q4 		$25.6M Sell
1,239,863
-12,650
-1% -$262K 0.27% 130
2015
Q3 		$24.9M Sell
1,252,513
-665,575
-35% -$13.7M 0.26% 133
2015
Q2 		$39.9M Sell
1,918,088
-57,450
-3% -$1.29M 0.39% 97
2015
Q1 		$46.1M Buy
1,975,538
+187,720
+10% +$4.37M 0.46% 87
2014
Q4 		$43.6M Sell
1,787,818
-195,850
-10% -$4.78M 0.44% 85
2014
Q3 		$49.6M Buy
1,983,668
+614,880
+45% +$16.4M 0.53% 53
2014
Q2 		$37.8M Sell
1,368,788
-19,850
-1% -$529K 0.39% 85
2014
Q1 		$36.1M Sell
1,388,638
-69,300
-5% -$1.71M 0.38% 89
2013
Q4 		$34M Sell
1,457,938
-601,475
-29% -$12.9M 0.36% 97
2013
Q3 		$37.5M Sell
2,059,413
-290,870
-12% -$4.77M 0.43% 92
2013
Q2 		$34.5M Buy
+2,350,283
New +$34.7M 0.42% 93

Other funds holding PBI

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Wedge Capital Management's PBI Position: Q3 2026 in Review

Wedge Capital Management reduced its Pitney Bowes (PBI) stake by 7.9% in Q3 2026, selling an estimated $278K and leaving 186,923 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #260.

Wedge Capital Management first reported a position in PBI in Q2 2013 and has held it in 29 quarters since. The position peaked at $49.6M in Q3 2014. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Wedge Capital Management held 186,923 shares of Pitney Bowes worth $3.05M as of Q3 2026.
  • Wedge Capital Management sold 16,137 Pitney Bowes shares in Q3 2026, an estimated $278K.
  • Pitney Bowes made up 0.05% of Wedge Capital Management's portfolio in Q3 2026, its #260 holding.
  • Wedge Capital Management first reported a position in Pitney Bowes in Q2 2013 and has held it in 29 quarters since.
  • Wedge Capital Management's Pitney Bowes position peaked at $49.6M in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.