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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barrett & Company's PBI Position: Q1 2026 in Review

Barrett & Company held its Pitney Bowes (PBI) position steady in Q1 2026 at 8,500 shares worth $93.9K. The position accounts for 0.03% of the portfolio, ranked #218.

Barrett & Company first reported a position in PBI in Q3 2022 and has held it in 15 quarters since. The position peaked at $97K in Q3 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

Barrett & Company held 8,500 shares of Pitney Bowes worth $93.9K as of Q1 2026.
Barrett & Company left its Pitney Bowes share count unchanged in Q1 2026.
Pitney Bowes made up 0.03% of Barrett & Company's portfolio in Q1 2026, its #218 holding.
Barrett & Company first reported a position in Pitney Bowes in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Pitney Bowes position peaked at $97K in Q3 2025.
318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.