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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
Q3 		$490K Hold
30,005
– – 0.21% 118
2026
Q2 		$526K Buy
+30,005
New +$459K 0.24% 106

Other funds holding PBI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

Whalen Wealth Management's PBI Position: Q3 2026 in Review

Whalen Wealth Management held its Pitney Bowes (PBI) position steady in Q3 2026 at 30,005 shares worth $490K. The position accounts for 0.21% of the portfolio, ranked #118.

Whalen Wealth Management first reported a position in PBI in Q2 2026 and has held it in 2 quarters since. The position peaked at $526K in Q2 2026. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Whalen Wealth Management held 30,005 shares of Pitney Bowes worth $490K as of Q3 2026.
  • Whalen Wealth Management left its Pitney Bowes share count unchanged in Q3 2026.
  • Pitney Bowes made up 0.21% of Whalen Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Whalen Wealth Management first reported a position in Pitney Bowes in Q2 2026 and has held it in 2 quarters since.
  • Whalen Wealth Management's Pitney Bowes position peaked at $526K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.