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Cedar Mountain Advisors’s Pitney Bowes PBI Stock Holding History

Cedar Mountain Advisors’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 		$753 Hold
43
– – ﹤0.01% 987
2026
Q1 		$475 Buy
43
+42
+4,200% +$441 ﹤0.01% 1020
2025
Q4 		$11 Buy
+1
New +$10 ﹤0.01% 748
2021
Q4 		– Sell
-250
Closed -$2K – 324
2021
Q3 		$2K Hold
250
– – ﹤0.01% 266
2021
Q2 		$2K Buy
+250
New +$2.08K ﹤0.01% 240

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

Cedar Mountain Advisors's PBI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Pitney Bowes (PBI) position steady in Q2 2026 at 43 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Cedar Mountain Advisors first reported a position in PBI in Q2 2021 and has held it in 5 quarters since. The position peaked at $2K in Q3 2021. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Cedar Mountain Advisors held 43 shares of Pitney Bowes worth $753 as of Q2 2026.
  • Cedar Mountain Advisors left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #987 holding.
  • Cedar Mountain Advisors first reported a position in Pitney Bowes in Q2 2021 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Pitney Bowes position peaked at $2K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.