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Clearstead Advisors’s Pitney Bowes PBI Stock Holding History

Clearstead 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 		$1.58K Buy
90
+85
+1,700% +$1.3K ﹤0.01% 2561
2026
Q1 		$55 Hold
5
– – ﹤0.01% 2212
2025
Q4 		$52 Sell
5
-67
-93% -$695 ﹤0.01% 2602
2025
Q3 		$821 Buy
72
+42
+140% +$489 ﹤0.01% 2652
2025
Q2 		$326 Buy
30
+25
+500% +$235 ﹤0.01% 2532
2025
Q1 		$44 Hold
5
– – ﹤0.01% 2164
2024
Q4 		$35 Hold
5
– – ﹤0.01% 2073
2024
Q3 		$34 Hold
5
– – ﹤0.01% 2021
2024
Q2 		$24 Hold
5
– – ﹤0.01% 2013
2024
Q1 		$25 Buy
+5
New +$21 ﹤0.01% 1530

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

Clearstead Advisors's PBI Position: Q2 2026 in Review

Clearstead Advisors increased its Pitney Bowes (PBI) stake by 1,700% in Q2 2026, buying an estimated $1.3K and bringing the position to 90 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Clearstead Advisors first reported a position in PBI in Q1 2024 and has held it in 10 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Clearstead Advisors held 90 shares of Pitney Bowes worth $1.58K as of Q2 2026.
  • Clearstead Advisors bought 85 Pitney Bowes shares in Q2 2026, an estimated $1.3K.
  • Pitney Bowes made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2561 holding.
  • Clearstead Advisors first reported a position in Pitney Bowes in Q1 2024 and has held it in 10 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.