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Wavvest Wealth LLC → PBI-PB

Wavvest Wealth LLC PBI-PB Position History

Pitney Bowes Inc. NT 43

Quarters held
1
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M82.1K——

Other funds holding PBI-PB

VANGUARD GROUP INC
$226.7M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
$197.2M
VANGUARD GROUP INC
$190.9M
VANGUARD GROUP INC
$189.3M
VANGUARD GROUP INC
$158.7M
STATE STREET CORP
$107.8M
STATE STREET CORP
$107.8M
STATE STREET CORP
$76.7M

Other Wavvest Wealth LLC positions

IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

$9.4M
ETHA

ISHARES CORE S&P 500 ETF

$8.9M
KOLD

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

$6.2M
JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

$5.2M
ETHA

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$4.7M
ETHA

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$4.3M
PPT

PUTNAM FOCUSED LARGE CAP VALUE ETF

$4.1M
SPY

STATE STREET SPDR S&P 500 ETF

$4.1M