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Cooper/Haims Advisors’s Pitney Bowes PBI Stock Holding History

Cooper/Haims 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
Q1 		$214K Sell
19,406
-3,000
-13% -$31.5K 0.1% 91
2025
Q4 		$237K Hold
22,406
– – 0.11% 83
2025
Q3 		$256K Sell
22,406
-5,000
-18% -$58.2K 0.12% 71
2025
Q2 		$299K Sell
27,406
-1,079
-4% -$10.2K 0.15% 62
2025
Q1 		$258K Sell
28,485
-494
-2% -$4.47K 0.14% 64
2024
Q4 		$210K Sell
28,979
-4,989
-15% -$37.1K 0.12% 74
2024
Q3 		$242K Buy
33,968
+11
+0% +$74 0.13% 69
2024
Q2 		$173K Buy
33,957
+15
+0% +$72 0.1% 81
2024
Q1 		$147K Buy
33,942
+18
+0.1% +$74 0.09% 79
2023
Q4 		$149K Buy
+33,924
New +$132K 0.08% 76
2023
Q3 		– Sell
-12,130
Closed -$42.9K – 79
2023
Q2 		$42.9K Buy
12,130
+232
+2% +$804 0.03% 72
2023
Q1 		$46.3K Buy
11,898
+17
+0.1% +$71 0.04% 69
2022
Q4 		$45K Buy
11,881
+16
+0.1% +$54 0.03% 71
2022
Q3 		$28K Buy
11,865
+20
+0.2% +$64 0.02% 67
2022
Q2 		$43K Buy
11,845
+13
+0.1% +$59 0.03% 76
2022
Q1 		$62K Buy
11,832
+12
+0.1% +$65 0.04% 78
2021
Q4 		$78K Buy
11,820
+16
+0.1% +$113 0.05% 78
2021
Q3 		$85K Hold
11,804
– – 0.05% 79
2021
Q2 		$104K Buy
+11,804
New +$98.4K 0.07% 86

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Cooper/Haims Advisors's PBI Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its Pitney Bowes (PBI) stake by 13% in Q1 2026, selling an estimated $31.5K and leaving 19,406 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #91.

Cooper/Haims Advisors first reported a position in PBI in Q2 2021 and has held it in 19 quarters since. The position peaked at $299K in Q2 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Cooper/Haims Advisors held 19,406 shares of Pitney Bowes worth $214K as of Q1 2026.
  • Cooper/Haims Advisors sold 3,000 Pitney Bowes shares in Q1 2026, an estimated $31.5K.
  • Pitney Bowes made up 0.1% of Cooper/Haims Advisors's portfolio in Q1 2026, its #91 holding.
  • Cooper/Haims Advisors first reported a position in Pitney Bowes in Q2 2021 and has held it in 19 quarters since.
  • Cooper/Haims Advisors's Pitney Bowes position peaked at $299K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.