Allworth Financial’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $392K | Buy |
22,385
+72
| +0.3% | +$1.1K | ﹤0.01% | 1105 |
|
|
2026
Q1 | $247K | Buy |
22,313
+180
| +0.8% | +$1.89K | ﹤0.01% | 1280 |
|
|
2025
Q4 | $234K | Buy |
22,133
+126
| +0.6% | +$1.31K | ﹤0.01% | 1268 |
|
|
2025
Q3 | $251K | Buy |
22,007
+13
| +0.1% | +$151 | ﹤0.01% | 1186 |
|
|
2025
Q2 | $240K | Buy |
21,994
+491
| +2% | +$4.62K | ﹤0.01% | 1105 |
|
|
2025
Q1 | $182K | Buy |
21,503
+21,376
| +16,831% | +$194K | ﹤0.01% | 984 |
|
|
2024
Q4 | $933 | Hold |
127
| – | – | ﹤0.01% | 3418 |
|
|
2024
Q3 | $903 | Buy |
127
+1
| +0.8% | +$7 | ﹤0.01% | 3259 |
|
|
2024
Q2 | $852 | Buy |
126
+2
| +2% | +$10 | ﹤0.01% | 3220 |
|
|
2024
Q1 | $540 | Sell |
124
-78
| -39% | -$322 | ﹤0.01% | 3262 |
|
|
2023
Q4 | $891 | Sell |
202
-415
| -67% | -$1.61K | ﹤0.01% | 2986 |
|
|
2023
Q3 | $1.86K | Hold |
617
| – | – | ﹤0.01% | 2577 |
|
|
2023
Q2 | $2.19K | Buy |
617
+3
| +0.5% | +$10 | ﹤0.01% | 2449 |
|
|
2023
Q1 | $2.39K | Buy |
614
+2
| +0.3% | +$8 | ﹤0.01% | 2334 |
|
|
2022
Q4 | $2.33K | Buy |
612
+3
| +0.5% | +$10 | ﹤0.01% | 2187 |
|
|
2022
Q3 | $1K | Buy |
609
+3
| +0.5% | +$10 | ﹤0.01% | 2456 |
|
|
2022
Q2 | $2K | Buy |
606
+2
| +0.3% | +$9 | ﹤0.01% | 2020 |
|
|
2022
Q1 | $3K | Buy |
604
+2
| +0.3% | +$11 | ﹤0.01% | 1732 |
|
|
2021
Q4 | $4K | Buy |
602
+1
| +0.2% | +$7 | ﹤0.01% | 1609 |
|
|
2021
Q3 | $4K | Buy |
601
+2
| +0.3% | +$16 | ﹤0.01% | 1572 |
|
|
2021
Q2 | $5K | Buy |
599
+1
| +0.2% | +$8 | ﹤0.01% | 1218 |
|
|
2021
Q1 | $5K | Buy |
598
+1
| +0.2% | +$9 | ﹤0.01% | 1143 |
|
|
2020
Q4 | $4K | Buy |
597
+1
| +0.2% | +$6 | ﹤0.01% | 1032 |
|
|
2020
Q3 | $3K | Buy |
596
+2
| +0.3% | +$9 | ﹤0.01% | 944 |
|
|
2020
Q2 | $2K | Buy |
594
+3
| +0.5% | +$7 | ﹤0.01% | 1028 |
|
|
2020
Q1 | $1K | Buy |
591
+3
| +0.5% | +$10 | ﹤0.01% | 1169 |
|
|
2019
Q4 | $2K | Buy |
588
+2
| +0.3% | +$9 | ﹤0.01% | 929 |
|
|
2019
Q3 | $3K | Buy |
586
+1
| +0.2% | +$4 | ﹤0.01% | 773 |
|
|
2019
Q2 | $3K | Buy |
585
+2
| +0.3% | +$11 | ﹤0.01% | 770 |
|
|
2019
Q1 | $4K | Buy |
583
+166
| +40% | +$1.15K | ﹤0.01% | 727 |
|
|
2018
Q4 | $2K | Hold |
417
| – | – | ﹤0.01% | 756 |
|
|
2018
Q3 | $3K | Hold |
417
| – | – | ﹤0.01% | 749 |
|
|
2018
Q2 | $4K | Hold |
417
| – | – | ﹤0.01% | 682 |
|
|
2018
Q1 | $5K | Hold |
417
| – | – | ﹤0.01% | 591 |
|
|
2017
Q4 | $5K | Buy |
+417
| New | +$4.91K | ﹤0.01% | 569 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$6K | – | 779 |
|
|
2017
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 548 |
|
|
2017
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 538 |
|
|
2016
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 467 |
|
|
2016
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 454 |
|
|
2016
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 387 |
|
|
2015
Q4 | $8K | Buy |
+400
| New | +$8.27K | ﹤0.01% | 400 |
|
Other funds holding PBI
PC
HCM
Allworth Financial's PBI Position: Q2 2026 in Review
Allworth Financial increased its Pitney Bowes (PBI) stake by 0.32% in Q2 2026, buying an estimated $1.1K and bringing the position to 22,385 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.
Allworth Financial first reported a position in PBI in Q4 2015 and has held it in 42 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.
- Allworth Financial held 22,385 shares of Pitney Bowes worth $392K as of Q2 2026.
- Allworth Financial bought 72 Pitney Bowes shares in Q2 2026, an estimated $1.1K.
- Pitney Bowes made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1105 holding.
- Allworth Financial first reported a position in Pitney Bowes in Q4 2015 and has held it in 42 quarters since.
- 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.