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Blue Trust Inc’s Pitney Bowes PBI Stock Holding History

Blue Trust Inc’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 		– Sell
-500
Closed -$5.53K – 2604
2026
Q1 		$5.53K Hold
500
– – ﹤0.01% 1966
2025
Q4 		$5.29K Hold
500
– – ﹤0.01% 1987
2025
Q3 		$5.71K Buy
+500
New +$5.82K ﹤0.01% 1969
2025
Q2 		– Sell
-744
Closed -$6.73K – 2574
2025
Q1 		$6.73K Hold
744
– – ﹤0.01% 2048
2024
Q4 		$5.39K Buy
744
+574
+338% +$4.27K ﹤0.01% 2073
2024
Q3 		$864 Buy
+170
New +$1.15K ﹤0.01% 2723

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Trust Inc's PBI Position: Q2 2026 in Review

Blue Trust Inc sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 500 shares — an estimated $5.53K sold.

Blue Trust Inc first reported a position in PBI in Q3 2024 and held it in 6 quarters. The position peaked at $6.73K in Q1 2025. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Blue Trust Inc reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 500 Pitney Bowes shares in Q2 2026, an estimated $5.53K.
  • Blue Trust Inc first reported a position in Pitney Bowes in Q3 2024 and held it in 6 quarters.
  • Blue Trust Inc's Pitney Bowes position peaked at $6.73K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.