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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atria Wealth Solutions's PBI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Pitney Bowes (PBI) stake by 4.8% in Q2 2025, buying an estimated $38.9K and bringing the position to 89,472 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #643.

Atria Wealth Solutions first reported a position in PBI in Q2 2022 and has held it in 13 quarters since. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

  • Atria Wealth Solutions held 89,472 shares of Pitney Bowes worth $976K as of Q2 2025.
  • Atria Wealth Solutions bought 4,132 Pitney Bowes shares in Q2 2025, an estimated $38.9K.
  • Pitney Bowes made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #643 holding.
  • Atria Wealth Solutions first reported a position in Pitney Bowes in Q2 2022 and has held it in 13 quarters since.
  • 317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.