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Advyzon Investment Management’s Pitney Bowes PBI Stock Holding History

Advyzon Investment Management’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
Q2 		$792K Sell
45,200
-9,837
-18% -$150K 0.06% 319
2026
Q1 		$608K Buy
55,037
+4,876
+10% +$51.2K 0.05% 337
2025
Q4 		$530K Buy
50,161
+33,141
+195% +$344K 0.06% 309
2025
Q3 		$194K Buy
+17,020
New +$198K 0.03% 465

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advyzon Investment Management's PBI Position: Q2 2026 in Review

Advyzon Investment Management reduced its Pitney Bowes (PBI) stake by 18% in Q2 2026, selling an estimated $150K and leaving 45,200 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #319.

Advyzon Investment Management first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Advyzon Investment Management held 45,200 shares of Pitney Bowes worth $792K as of Q2 2026.
  • Advyzon Investment Management sold 9,837 Pitney Bowes shares in Q2 2026, an estimated $150K.
  • Pitney Bowes made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #319 holding.
  • Advyzon Investment Management first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.