Cerity Partners
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Cerity Partners’s Pitney Bowes PBI Stock Holding History

Cerity Partners’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 		$650K Buy
+37,128
New +$568K ﹤0.01% 2271
2026
Q1 		– Sell
-10,254
Closed -$108K – 3363
2025
Q4 		$108K Buy
+10,254
New +$106K ﹤0.01% 2734
2025
Q1 		– Sell
-12,680
Closed -$91.2K – 2585
2024
Q4 		$91.2K Sell
12,680
-1,253
-9% -$9.31K ﹤0.01% 2343
2024
Q3 		$99.3K Buy
+13,933
New +$94K ﹤0.01% 2426
2024
Q2 		– Sell
-13,713
Closed -$59.4K – 2357
2024
Q1 		$59.4K Buy
+13,713
New +$56.6K ﹤0.01% 2241
2023
Q2 		– Sell
-10,192
Closed -$39.6K – 1876
2023
Q1 		$39.6K Buy
+10,192
New +$42.8K ﹤0.01% 1809
2018
Q1 		– Sell
-21,305
Closed -$238K – 567
2017
Q4 		$238K Sell
21,305
-302
-1% -$3.56K 0.02% 498
2017
Q3 		$303K Buy
21,607
+18,920
+704% +$260K 0.02% 436
2017
Q2 		$429K Buy
+2,687
New +$39.3K 0.04% 245

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

Cerity Partners's PBI Position: Q2 2026 in Review

Cerity Partners opened a new position in Pitney Bowes (PBI) in Q2 2026: 37,128 shares worth $650K. The stake represents ﹤0.01% of the portfolio and ranks #2271 among its holdings. This is a return to the name: Cerity Partners previously reported a position in PBI as recently as Q4 2025.

Cerity Partners first reported a position in PBI in Q2 2017 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Cerity Partners held 37,128 shares of Pitney Bowes worth $650K as of Q2 2026.
  • Pitney Bowes was a new Cerity Partners position in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2271 holding.
  • Cerity Partners first reported a position in Pitney Bowes in Q2 2017 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.