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Pitney Bowes shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Pitney Bowes

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

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Quarterly reported holdings in Pitney Bowes by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 60k 11.41
2025-06-30 $656k 60k 10.91
2025-03-31 $279k 31k 9.05

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Pitney Bowes

Vanguard Group
BlackRock
Hestia Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Spears Abacus Advisors
Goldman Sachs Group
T. Rowe Price Investment Management
Permit Capital
Invesco
Capital Management Corporation
Citadel Advisors
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Pitney Bowes