Yousif Capital Management’s Pitney Bowes PBI Stock Holding History

Yousif 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 Q2	$595K	Sell	33,988 -6,006	-15%	-$91.8K	0.01%	1283
2026 Q1	$442K	Sell	39,994 -636	-2%	-$6.67K	0.01%	1450
2025 Q4	$406K	Sell	40,630 -8,613	-17%	-$89.3K	﹤0.01%	1518
2025 Q3	$562K	Sell	49,243 -9,759	-17%	-$114K	0.01%	1382
2025 Q2	$644K	Sell	59,002 -118	-0.2%	-$1.11K	0.01%	1353
2025 Q1	$535K	Sell	59,120 -849	-1%	-$7.69K	0.01%	1408
2024 Q4	$434K	Sell	59,969 -1,012	-2%	-$7.52K	﹤0.01%	1533
2024 Q3	$435K	Sell	60,981 -2,024	-3%	-$13.7K	﹤0.01%	1556
2024 Q2	$320K	Sell	63,005 -6,919	-10%	-$33K	﹤0.01%	1660
2024 Q1	$303K	Sell	69,924 -7,035	-9%	-$29K	﹤0.01%	1734
2023 Q4	$339K	Buy	76,959 +615	+0.8%	+$2.38K	﹤0.01%	1709
2023 Q3	$231K	Sell	76,344 -11,795	-13%	-$40.4K	﹤0.01%	1800
2023 Q2	$312K	Sell	88,139 -3,510	-4%	-$12.2K	﹤0.01%	1694
2023 Q1	$357K	Sell	91,649 -10,830	-11%	-$45.5K	﹤0.01%	1632
2022 Q4	$389K	Sell	102,479 -29,865	-23%	-$101K	0.01%	1599
2022 Q3	$308K	Sell	132,344 -1,518	-1%	-$4.87K	﹤0.01%	1686
2022 Q2	$485K	Sell	133,862 -16,810	-11%	-$76.6K	0.01%	1556
2022 Q1	$783K	Buy	150,672 +1,610	+1%	+$8.72K	0.01%	1455
2021 Q4	$988K	Buy	+149,062	New	+$1.06M	0.01%	1369

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Yousif Capital Management's PBI Position: Q2 2026 in Review

Yousif Capital Management reduced its Pitney Bowes (PBI) stake by 15% in Q2 2026, selling an estimated $91.8K and leaving 33,988 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #1283.

Yousif Capital Management first reported a position in PBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $988K in Q4 2021. 37 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Yousif Capital Management held 33,988 shares of Pitney Bowes worth $595K as of Q2 2026.
Yousif Capital Management sold 6,006 Pitney Bowes shares in Q2 2026, an estimated $91.8K.
Pitney Bowes made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1283 holding.
Yousif Capital Management first reported a position in Pitney Bowes in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Pitney Bowes position peaked at $988K in Q4 2021.
37 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.