Creative Planning’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $197K | Buy |
17,850
+142
| +0.8% | +$1.49K | ﹤0.01% | 3741 |
|
|
2025
Q4 | $187K | Sell |
17,708
-694
| -4% | -$7.2K | ﹤0.01% | 3577 |
|
|
2025
Q3 | $210K | Buy |
18,402
+2,188
| +13% | +$25.5K | ﹤0.01% | 3442 |
|
|
2025
Q2 | $177K | Buy |
16,214
+4,574
| +39% | +$43K | ﹤0.01% | 3271 |
|
|
2025
Q1 | $105K | Buy |
+11,640
| New | +$105K | ﹤0.01% | 3248 |
|
|
2020
Q2 | – | Sell |
-13,429
| Closed | -$27K | – | 2100 |
|
|
2020
Q1 | $27K | Sell |
13,429
-403
| -3% | -$1.38K | ﹤0.01% | 1702 |
|
|
2019
Q4 | $56K | Buy |
13,832
+3,604
| +35% | +$16.5K | ﹤0.01% | 1813 |
|
|
2019
Q3 | $47K | Buy |
+10,228
| New | +$41K | ﹤0.01% | 1798 |
|
|
2019
Q2 | – | Sell |
-10,101
| Closed | -$69K | – | 2093 |
|
|
2019
Q1 | $69K | Sell |
10,101
-2,408
| -19% | -$16.7K | ﹤0.01% | 1752 |
|
|
2018
Q4 | $74K | Sell |
12,509
-7,550
| -38% | -$54.4K | ﹤0.01% | 1669 |
|
|
2018
Q3 | $142K | Buy |
20,059
+431
| +2% | +$3.48K | ﹤0.01% | 1736 |
|
|
2018
Q2 | $168K | Sell |
19,628
-17,603
| -47% | -$170K | ﹤0.01% | 1681 |
|
|
2018
Q1 | $405K | Buy |
37,231
+7,745
| +26% | +$95.9K | ﹤0.01% | 1189 |
|
|
2017
Q4 | $330K | Buy |
29,486
+7,351
| +33% | +$86.6K | ﹤0.01% | 1307 |
|
|
2017
Q3 | $310K | Sell |
22,135
-8,021
| -27% | -$110K | ﹤0.01% | 1317 |
|
|
2017
Q2 | $455K | Buy |
30,156
+6,990
| +30% | +$102K | ﹤0.01% | 1066 |
|
|
2017
Q1 | $304K | Sell |
23,166
-1,250
| -5% | -$17.7K | ﹤0.01% | 1248 |
|
|
2016
Q4 | $371K | Buy |
24,416
+520
| +2% | +$8.28K | ﹤0.01% | 1081 |
|
|
2016
Q3 | $434K | Buy |
23,896
+2
| +0% | +$37 | ﹤0.01% | 965 |
|
|
2016
Q2 | $425K | Buy |
23,894
+1,422
| +6% | +$27.4K | ﹤0.01% | 854 |
|
|
2016
Q1 | $484K | Sell |
22,472
-3,638
| -14% | -$69.1K | ﹤0.01% | 760 |
|
|
2015
Q4 | $539K | Sell |
26,110
-1,715
| -6% | -$35.5K | ﹤0.01% | 720 |
|
|
2015
Q3 | $552K | Sell |
27,825
-930
| -3% | -$19.1K | ﹤0.01% | 697 |
|
|
2015
Q2 | $598K | Sell |
28,755
-5,197
| -15% | -$117K | 0.01% | 615 |
|
|
2015
Q1 | $792K | Buy |
33,952
+1,198
| +4% | +$27.9K | 0.01% | 546 |
|
|
2014
Q4 | $798K | Buy |
32,754
+978
| +3% | +$23.9K | 0.01% | 528 |
|
|
2014
Q3 | $794K | Buy |
31,776
+1,377
| +5% | +$36.8K | 0.01% | 484 |
|
|
2014
Q2 | $840K | Sell |
30,399
-2,727
| -8% | -$72.6K | 0.01% | 444 |
|
|
2014
Q1 | $861K | Buy |
33,126
+4,155
| +14% | +$102K | 0.01% | 421 |
|
|
2013
Q4 | $675K | Buy |
28,971
+4,978
| +21% | +$107K | 0.01% | 433 |
|
|
2013
Q3 | $436K | Buy |
23,993
+4,226
| +21% | +$69.3K | 0.01% | 485 |
|
|
2013
Q2 | $290K | Buy |
+19,767
| New | +$292K | 0.01% | 552 |
|
Other funds holding PBI
VPM
HCM
VCM
PC
CM
Creative Planning's PBI Position: Q1 2026 in Review
Creative Planning increased its Pitney Bowes (PBI) stake by 0.8% in Q1 2026, buying an estimated $1.49K and bringing the position to 17,850 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.
Creative Planning first reported a position in PBI in Q2 2013 and has held it in 32 quarters since. The position peaked at $861K in Q1 2014. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.
- Creative Planning held 17,850 shares of Pitney Bowes worth $197K as of Q1 2026.
- Creative Planning bought 142 Pitney Bowes shares in Q1 2026, an estimated $1.49K.
- Pitney Bowes made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3741 holding.
- Creative Planning first reported a position in Pitney Bowes in Q2 2013 and has held it in 32 quarters since.
- Creative Planning's Pitney Bowes position peaked at $861K in Q1 2014.
- 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.