Cetera Investment Advisers
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Cetera Investment Advisers’s Pitney Bowes PBI Stock Holding History

Cetera Investment Advisers’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 		$543K Sell
30,983
-3,028
-9% -$46.3K ﹤0.01% 3621
2026
Q1 		$376K Sell
34,011
-10,908
-24% -$114K ﹤0.01% 3784
2025
Q4 		$475K Sell
44,919
-27,668
-38% -$287K ﹤0.01% 3487
2025
Q3 		$828K Buy
72,587
+34
+0% +$396 ﹤0.01% 2941
2025
Q2 		$792K Buy
72,553
+7,045
+11% +$66.3K ﹤0.01% 2583
2025
Q1 		$593K Buy
65,508
+20,536
+46% +$186K ﹤0.01% 2703
2024
Q4 		$326K Sell
44,972
-897
-2% -$6.67K ﹤0.01% 3045
2024
Q3 		$327K Sell
45,869
-19,386
-30% -$131K ﹤0.01% 2991
2024
Q2 		$331K Buy
65,255
+1,293
+2% +$6.17K ﹤0.01% 2936
2024
Q1 		$277K Buy
+63,962
New +$264K ﹤0.01% 3115
2023
Q1 		– Sell
-10,061
Closed -$38.2K – 2223
2022
Q4 		$38.2K Buy
+10,061
New +$33.9K ﹤0.01% 2047

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

Cetera Investment Advisers's PBI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Pitney Bowes (PBI) stake by 8.9% in Q2 2026, selling an estimated $46.3K and leaving 30,983 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Cetera Investment Advisers first reported a position in PBI in Q4 2022 and has held it in 11 quarters since. The position peaked at $828K in Q3 2025. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Cetera Investment Advisers held 30,983 shares of Pitney Bowes worth $543K as of Q2 2026.
  • Cetera Investment Advisers sold 3,028 Pitney Bowes shares in Q2 2026, an estimated $46.3K.
  • Pitney Bowes made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3621 holding.
  • Cetera Investment Advisers first reported a position in Pitney Bowes in Q4 2022 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Pitney Bowes position peaked at $828K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.