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ALPS Advisors’s Pitney Bowes PBI Stock Holding History

ALPS Advisors’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 		$1.36M Sell
122,642
-12,775
-9% -$134K 0.01% 497
2025
Q4 		$1.43M Hold
135,417
– – 0.01% 465
2025
Q3 		$1.55M Hold
135,417
– – 0.01% 428
2025
Q2 		$1.48M Sell
135,417
-5,110
-4% -$48.1K 0.01% 418
2025
Q1 		$1.27M Sell
140,527
-5,110
-4% -$46.3K 0.01% 421
2024
Q4 		$1.05M Buy
145,637
+5,110
+4% +$38K 0.01% 468
2024
Q3 		$1M Buy
+140,527
New +$948K 0.01% 487
2018
Q4 		– Sell
-63,519
Closed -$450K – 921
2018
Q3 		$450K Buy
63,519
+9,643
+18% +$77.9K ﹤0.01% 852
2018
Q2 		$462K Buy
53,876
+204
+0.4% +$1.97K ﹤0.01% 665
2018
Q1 		$584K Buy
53,672
+23,472
+78% +$291K ﹤0.01% 427
2017
Q4 		$338K Buy
+30,200
New +$356K ﹤0.01% 714
2017
Q1 		– Sell
-2,388,243
Closed -$36.3M – 806
2016
Q4 		$36.3M Buy
2,388,243
+651,150
+37% +$10.4M 0.27% 69
2016
Q3 		$31.5M Buy
1,737,093
+301,380
+21% +$5.53M 0.26% 54
2016
Q2 		$25.6M Buy
1,435,713
+345,868
+32% +$6.67M 0.23% 70
2016
Q1 		$23.5M Buy
1,089,845
+69,379
+7% +$1.32M 0.24% 40
2015
Q4 		$21.1M Buy
1,020,466
+16,741
+2% +$346K 0.21% 44
2015
Q3 		$199K Sell
1,003,725
-146,270
-13% -$3M 0.21% 57
2015
Q2 		$23.9M Buy
1,149,995
+98,696
+9% +$2.22M 0.2% 70
2015
Q1 		$24.5M Buy
1,051,299
+185,940
+21% +$4.33M 0.2% 47
2014
Q4 		$21.1M Buy
865,359
+221,276
+34% +$5.41M 0.17% 73
2014
Q3 		$16.1M Buy
644,083
+113,903
+21% +$3.05M 0.13% 80
2014
Q2 		$14.6M Buy
530,180
+91,692
+21% +$2.44M 0.13% 70
2014
Q1 		$11.4M Sell
438,488
-7,974
-2% -$197K 0.11% 85
2013
Q4 		$11.2M Sell
446,462
-12,044
-3% -$259K 0.11% 50
2013
Q3 		$8.34M Buy
458,506
+64,133
+16% +$1.05M 0.09% 61
2013
Q2 		$5.79M Buy
+394,373
New +$5.82M 0.07% 49

Other funds holding PBI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

ALPS Advisors's PBI Position: Q1 2026 in Review

ALPS Advisors reduced its Pitney Bowes (PBI) stake by 9.4% in Q1 2026, selling an estimated $134K and leaving 122,642 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #497.

ALPS Advisors first reported a position in PBI in Q2 2013 and has held it in 26 quarters since. The position peaked at $36.3M in Q4 2016. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • ALPS Advisors held 122,642 shares of Pitney Bowes worth $1.36M as of Q1 2026.
  • ALPS Advisors sold 12,775 Pitney Bowes shares in Q1 2026, an estimated $134K.
  • Pitney Bowes made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #497 holding.
  • ALPS Advisors first reported a position in Pitney Bowes in Q2 2013 and has held it in 26 quarters since.
  • ALPS Advisors's Pitney Bowes position peaked at $36.3M in Q4 2016.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.