CBIZ Investment Advisory Services’s Pitney Bowes PBI Stock Holding History

CBIZ Investment Advisory Services’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	$3.26K	Hold	295	–	–	﹤0.01%	282
2026 Q1	$3.26K	Hold	295	–	–	﹤0.01%	282
2025 Q4	$3.12K	Hold	295	–	–	﹤0.01%	585
2025 Q3	$3.37K	Sell	295 -100	-25%	-$1.17K	﹤0.01%	512
2025 Q2	$4.31K	Hold	395	–	–	﹤0.01%	450
2025 Q1	$3.58K	Hold	395	–	–	﹤0.01%	427
2024 Q4	$2.86K	Buy	395 +100	+34%	+$743	﹤0.01%	355
2024 Q3	$2.1K	Hold	295	–	–	﹤0.01%	341
2024 Q2	$1.5K	Hold	295	–	–	﹤0.01%	345
2024 Q1	$1.28K	Buy	+295	New	+$1.22K	﹤0.01%	321
2021 Q3	–	Hold	0	–	–	–	97
2021 Q2	–	Hold	0	–	–	–	93
2021 Q1	–	Hold	0	–	–	–	86
2020 Q4	–	Hold	0	–	–	–	106
2020 Q3	–	Hold	0	–	–	–	107
2020 Q2	–	Hold	0	–	–	–	113
2020 Q1	–	Hold	0	–	–	–	209
2019 Q4	–	Hold	0	–	–	–	145

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PBI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Pitney Bowes (PBI) position steady in Q2 2026 at 295 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

CBIZ Investment Advisory Services first reported a position in PBI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.31K in Q2 2025. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

CBIZ Investment Advisory Services held 295 shares of Pitney Bowes worth $3.26K as of Q2 2026.
CBIZ Investment Advisory Services left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #282 holding.
CBIZ Investment Advisory Services first reported a position in Pitney Bowes in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Pitney Bowes position peaked at $4.31K in Q2 2025.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.