Barrett & Company’s Pitney Bowes PBI Stock Holding History

Barrett & Company’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	$149K	Hold	8,500	–	–	0.04%	195
2026 Q1	$93.9K	Hold	8,500	–	–	0.03%	218
2025 Q4	$89.8K	Hold	8,500	–	–	0.03%	219
2025 Q3	$97K	Hold	8,500	–	–	0.03%	220
2025 Q2	$92.7K	Hold	8,500	–	–	0.03%	220
2025 Q1	$76.9K	Hold	8,500	–	–	0.03%	222
2024 Q4	$61.5K	Hold	8,500	–	–	0.03%	244
2024 Q3	$60.6K	Hold	8,500	–	–	0.03%	242
2024 Q2	$43.2K	Hold	8,500	–	–	0.02%	284
2024 Q1	$36.8K	Hold	8,500	–	–	0.02%	310
2023 Q4	$37.4K	Hold	8,500	–	–	0.02%	283
2023 Q3	$25.7K	Hold	8,500	–	–	0.02%	313
2023 Q2	$30.1K	Hold	8,500	–	–	0.02%	296
2023 Q1	$33.1K	Hold	8,500	–	–	0.02%	272
2022 Q4	$32.3K	Hold	8,500	–	–	0.02%	268
2022 Q3	$32.3K	Buy	+8,500	New	+$27.3K	0.02%	268

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Barrett & Company's PBI Position: Q2 2026 in Review

Barrett & Company held its Pitney Bowes (PBI) position steady in Q2 2026 at 8,500 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #195.

Barrett & Company first reported a position in PBI in Q3 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Barrett & Company held 8,500 shares of Pitney Bowes worth $149K as of Q2 2026.
Barrett & Company left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up 0.04% of Barrett & Company's portfolio in Q2 2026, its #195 holding.
Barrett & Company first reported a position in Pitney Bowes in Q3 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.