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Claro Advisors’s Pitney Bowes PBI Stock Holding History

Claro 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 		$178K Buy
+10,141
New +$155K 0.02% 524
2019
Q1 		– Sell
-1,400
Closed -$10K – 713
2018
Q4 		$10K Buy
+1,400
New +$10.1K 0.01% 680

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

Claro Advisors's PBI Position: Q2 2026 in Review

Claro Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 10,141 shares worth $178K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Claro Advisors previously reported a position in PBI as recently as Q4 2018.

Claro Advisors first reported a position in PBI in Q4 2018 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Claro Advisors held 10,141 shares of Pitney Bowes worth $178K as of Q2 2026.
  • Pitney Bowes was a new Claro Advisors position in Q2 2026.
  • Pitney Bowes made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #524 holding.
  • Claro Advisors first reported a position in Pitney Bowes in Q4 2018 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.