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Pitney Bowes shares owned by FORM Wealth Advisors

Quarter-by-quarter ownership of Pitney Bowes (PBI) shares owned by FORM Wealth Advisors from 13F filings

Historical chart of FORM Wealth Advisors investment in Pitney Bowes

Tip: Access up to 7 years of quarterly data

All positions including Pitney Bowes held by FORM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pitney Bowes by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $155k 15k 10.57

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Broad Usd High (USHY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

Top funds holding Pitney Bowes

Vanguard Group
BlackRock
Hestia Capital Management
State Street Corporation
Goldman Sachs Group
LSV Asset Management
Geode Capital Management
Spears Abacus Advisors
Permit Capital
Capital Management Corporation
Dimensional Fund Advisors
Citadel Advisors
Invesco
Charles Schwab Investment Management
Susquehanna International

View all funds holding Pitney Bowes