Advisory Services Network’s Pitney Bowes PBI Stock Holding History

Advisory Services Network’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 Q1	$631K	Buy	57,078 +10,825	+23%	+$114K	0.01%	1152
2025 Q4	$489K	Sell	46,253 -6,722	-13%	-$69.7K	0.01%	1224
2025 Q3	$604K	Buy	52,975 +1,234	+2%	+$14.4K	0.01%	1103
2025 Q2	$588K	Sell	51,741 -18,652	-26%	-$175K	0.01%	1085
2025 Q1	$637K	Buy	70,393 +20,995	+43%	+$190K	0.01%	947
2024 Q4	$358K	Buy	+49,398	New	+$367K	0.01%	1198
2024 Q1	–	Sell	-3,502	Closed	-$15.4K	–	3001
2023 Q4	$15.4K	Buy	+3,502	New	+$13.6K	﹤0.01%	2664
2023 Q2	–	Sell	-3,396	Closed	-$13.2K	–	2985
2023 Q1	$13.2K	Buy	+3,396	New	+$14.3K	﹤0.01%	2752
2021 Q3	–	Sell	-3,551	Closed	-$31K	–	2682
2021 Q2	$31K	Buy	+3,551	New	+$29.6K	﹤0.01%	2258
2021 Q1	–	Sell	-445	Closed	-$3K	–	2465
2020 Q4	$3K	Hold	445	–	–	﹤0.01%	2903
2020 Q3	$2K	Buy	+445	New	+$2.05K	﹤0.01%	3155
2020 Q2	–	Sell	-648	Closed	-$1K	–	2230
2020 Q1	$1K	Sell	648 -5,689	-90%	-$19.5K	﹤0.01%	2916
2019 Q4	$26K	Buy	6,337 +141	+2%	+$646	﹤0.01%	1876
2019 Q3	$27K	Hold	6,196	–	–	﹤0.01%	1661
2019 Q2	$27K	Sell	6,196 -10,600	-63%	-$56.9K	﹤0.01%	1659
2019 Q1	$115K	Buy	16,796 +4,600	+38%	+$31.8K	0.01%	931
2018 Q4	$72K	Sell	12,196 -8,340	-41%	-$60.1K	0.01%	1017
2018 Q3	$145K	Buy	20,536 +18,106	+745%	+$146K	0.01%	848
2018 Q2	$21K	Buy	2,430 +2,130	+710%	+$20.6K	﹤0.01%	1533
2018 Q1	$3K	Sell	300 -3,384	-92%	-$41.9K	﹤0.01%	2304
2017 Q4	$41K	Buy	3,684 +3,384	+1,128%	+$39.9K	﹤0.01%	1366
2017 Q3	$4K	Sell	300 -1,050	-78%	-$14.4K	﹤0.01%	1983
2017 Q2	$20K	Hold	1,350	–	–	﹤0.01%	1360
2017 Q1	$18K	Buy	+1,350	New	+$19.1K	﹤0.01%	1283
2016 Q3	$26K	Buy	1,416 +300	+27%	+$5.5K	﹤0.01%	1048
2016 Q2	$20K	Hold	1,116	–	–	﹤0.01%	1020
2016 Q1	$24K	Buy	1,116 +1,066	+2,132%	+$20.3K	0.01%	870
2015 Q4	$1K	Hold	50	–	–	﹤0.01%	1448
2015 Q3	$1K	Sell	50 -1,486	-97%	-$30.5K	﹤0.01%	1439
2015 Q2	$32K	Sell	1,536 -411	-21%	-$9.26K	0.01%	616
2015 Q1	$45K	Sell	1,947 -2,474	-56%	-$57.6K	0.01%	523
2014 Q4	$104K	Buy	+4,421	New	+$108K	0.03%	330
2014 Q1	–	Sell	-10,376	Closed	-$242K	–	637
2013 Q4	$242K	Buy	+10,376	New	+$223K	0.12%	159

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Advisory Services Network's PBI Position: Q1 2026 in Review

Advisory Services Network increased its Pitney Bowes (PBI) stake by 23% in Q1 2026, buying an estimated $114K and bringing the position to 57,078 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #1152.

Advisory Services Network first reported a position in PBI in Q4 2013 and has held it in 33 quarters since. The position peaked at $637K in Q1 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

Advisory Services Network held 57,078 shares of Pitney Bowes worth $631K as of Q1 2026.
Advisory Services Network bought 10,825 Pitney Bowes shares in Q1 2026, an estimated $114K.
Pitney Bowes made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1152 holding.
Advisory Services Network first reported a position in Pitney Bowes in Q4 2013 and has held it in 33 quarters since.
Advisory Services Network's Pitney Bowes position peaked at $637K in Q1 2025.
318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.