Y-Intercept (HK)’s Pitney Bowes PBI Stock Holding History

Y-Intercept (HK)’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	$1.54M	Buy	87,995 +38,838	+79%	+$594K	0.03%	842
2026 Q1	$543K	Sell	49,157 -123,013	-71%	-$1.29M	0.01%	1241
2025 Q4	$1.82M	Buy	172,170 +131,733	+326%	+$1.37M	0.04%	665
2025 Q3	$461K	Buy	+40,437	New	+$471K	0.01%	1271
2024 Q3	–	Sell	-15,849	Closed	-$80.5K	–	1674
2024 Q2	$80.5K	Buy	+15,849	New	+$75.7K	﹤0.01%	1276
2021 Q2	–	Sell	-11,150	Closed	-$90K	–	821
2021 Q1	$90K	Sell	11,150 -7,542	-40%	-$64.7K	0.02%	583
2020 Q4	$115K	Buy	+18,692	New	+$112K	0.05%	474

Other funds holding PBI

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Y-Intercept (HK)'s PBI Position: Q2 2026 in Review

Y-Intercept (HK) increased its Pitney Bowes (PBI) stake by 79% in Q2 2026, buying an estimated $594K and bringing the position to 87,995 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #842.

Y-Intercept (HK) first reported a position in PBI in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2025. 42 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Y-Intercept (HK) held 87,995 shares of Pitney Bowes worth $1.54M as of Q2 2026.
Y-Intercept (HK) bought 38,838 Pitney Bowes shares in Q2 2026, an estimated $594K.
Pitney Bowes made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #842 holding.
Y-Intercept (HK) first reported a position in Pitney Bowes in Q4 2020 and has held it in 7 quarters since.
Y-Intercept (HK)'s Pitney Bowes position peaked at $1.82M in Q4 2025.
42 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.