Creative Financial Designs’s Pitney Bowes PBI Stock Holding History

Creative Financial Designs’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	$4.53K	Buy	410 +4	+1%	+$42	﹤0.01%	1601
2025 Q4	$4.29K	Buy	406 +3	+0.7%	+$31	﹤0.01%	1541
2025 Q3	$4.59K	Buy	+403	New	+$4.69K	﹤0.01%	1550
2020 Q3	–	Sell	-3,565	Closed	-$9K	–	1269
2020 Q2	$9K	Hold	3,565	–	–	﹤0.01%	777
2020 Q1	$7K	Hold	3,565	–	–	﹤0.01%	380
2019 Q4	$14K	Hold	3,565	–	–	0.01%	367
2019 Q3	$15K	Hold	3,565	–	–	0.01%	363
2019 Q2	$15K	Hold	3,565	–	–	0.01%	361
2019 Q1	$24K	Buy	+3,565	New	+$24.7K	0.01%	293
2018 Q3	–	Sell	-7,125	Closed	-$61K	–	803
2018 Q2	$61K	Hold	7,125	–	–	0.04%	218
2018 Q1	$78K	Hold	7,125	–	–	0.05%	187
2017 Q4	$80K	Hold	7,125	–	–	0.05%	187
2017 Q3	$100K	Hold	7,125	–	–	0.06%	183
2017 Q2	$108K	Hold	7,125	–	–	0.07%	175
2017 Q1	$93K	Hold	7,125	–	–	0.07%	185
2016 Q4	$108K	Buy	+7,125	New	+$113K	0.09%	169

Other funds holding PBI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Creative Financial Designs's PBI Position: Q1 2026 in Review

Creative Financial Designs increased its Pitney Bowes (PBI) stake by 0.99% in Q1 2026, buying an estimated $42 and bringing the position to 410 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Creative Financial Designs first reported a position in PBI in Q4 2016 and has held it in 16 quarters since. The position peaked at $108K in Q2 2017. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

Creative Financial Designs held 410 shares of Pitney Bowes worth $4.53K as of Q1 2026.
Creative Financial Designs bought 4 Pitney Bowes shares in Q1 2026, an estimated $42.
Pitney Bowes made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1601 holding.
Creative Financial Designs first reported a position in Pitney Bowes in Q4 2016 and has held it in 16 quarters since.
Creative Financial Designs's Pitney Bowes position peaked at $108K in Q2 2017.
318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.