American Assets Investment Management, LLC PBI — PITNEY BOWES INC

Ownership history in American Assets Investment Management, LLC  ·  5 quarters on record

AI Ownership Summary

American Assets Investment Management, LLC reported PITNEY BOWES INC (PBI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows PBI at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Assets Investment Management, LLC's position in PITNEY BOWES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PBI was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBI stock page American Assets Investment Management, LLC fund profile American Assets Investment Management, LLC full holdings
How American Assets Investment Management, LLC held PBI — position size vs. price
% of Fund (quarterly)    PBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 130,000 +122,000 +1525.0% 0.14% $2.3M 2026-08-05 $18.19
2026 Q1 REDUCED 93.8% +63.2% ❌ 8,000 -122,000 -93.8% 0.05% $733K 2026-05-11 $15.71
2025 Q4 UNCHANGED — — — 130,000 — 0% 0.09% $1.4M 2026-02-03 $10.22
2025 Q3 UNCHANGED — — — 130,000 — 0% 0.11% $1.5M 2025-11-05 $9.20
2025 Q2 INITIATED — — — 130,000 — — 0.11% $1.3M 2025-08-05 $10.77

🏢 Other funds also holding PBI

As of 2026 Q3 — sorted by position size

Whalen Wealth Management Inc. 0.21% Crumly & Associates Inc. 3Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.01% Wealth Enhancement Trust Services, Inc. 0.0% GAMMA Investing LLC 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% GILPIN WEALTH MANAGEMENT, LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% Rosenberg Matthew Hamilton 3Y 0.0% Davis Capital Management 3Y 0.0%

FAQ About American Assets Investment Management, LLC and PBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Assets Investment Management, LLC reported owning PBI?

American Assets Investment Management, LLC reported PBI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported PBI position in American Assets Investment Management, LLC's portfolio?

The largest reported portfolio weight for PBI was 0.14% in 2026 Q2.

What is the latest reported PBI position on this page?

The most recent filing on this page is 2026 Q2, when American Assets Investment Management, LLC reported 130,000 shares, equal to 0.14% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PBI ownership page compare?

The chart compares American Assets Investment Management, LLC's quarterly PBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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