Atria Wealth Solutions’s Pitney Bowes PBI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$976K	Buy	89,472 +4,132	+5%	+$38.9K	0.02%	643
2025 Q1	$772K	Buy	85,340 +3,500	+4%	+$31.7K	0.01%	984
2024 Q4	$593K	Sell	81,840 -3,823	-4%	-$28.4K	0.01%	1180
2024 Q3	$611K	Buy	85,663 +9,900	+13%	+$66.8K	0.01%	1140
2024 Q2	$385K	Buy	75,763 +34,115	+82%	+$163K	﹤0.01%	1361
2024 Q1	$180K	Sell	41,648 -1,587	-4%	-$6.55K	﹤0.01%	1841
2023 Q4	$190K	Buy	43,235 +1,500	+4%	+$5.82K	﹤0.01%	1790
2023 Q3	$126K	Buy	41,735 +27,100	+185%	+$92.8K	﹤0.01%	1760
2023 Q2	$51.8K	Sell	14,635 -12,941	-47%	-$44.8K	﹤0.01%	1815
2023 Q1	$107K	Buy	27,576 +385	+1%	+$1.62K	﹤0.01%	1750
2022 Q4	$103K	Buy	27,191 +11,933	+78%	+$40.2K	﹤0.01%	1698
2022 Q3	$36K	Sell	15,258 -9,310	-38%	-$29.9K	﹤0.01%	1713
2022 Q2	$89K	Buy	+24,568	New	+$112K	﹤0.01%	1542

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hestia Capital Management Cranberry Township, Pennsylvania $96.3M AUM 21.99% 1-Year Est. Return

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

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return