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Whalen Wealth Management’s Pitney Bowes PBI Stock Holding History

Whalen Wealth 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
Q2 		$526K Buy
+30,005
New +$459K 0.24% 106

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

Whalen Wealth Management's PBI Position: Q2 2026 in Review

Whalen Wealth Management opened a new position in Pitney Bowes (PBI) in Q2 2026: 30,005 shares worth $526K. The stake represents 0.24% of the portfolio and ranks #106 among its holdings.

348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Whalen Wealth Management held 30,005 shares of Pitney Bowes worth $526K as of Q2 2026.
  • Pitney Bowes was a new Whalen Wealth Management position in Q2 2026.
  • Pitney Bowes made up 0.24% of Whalen Wealth Management's portfolio in Q2 2026, its #106 holding.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.