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DHJJ Financial Advisors’s Pitney Bowes PBI Stock Holding History

DHJJ Financial 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 		$1.49K Hold
135
– – ﹤0.01% 769
2025
Q4 		$1.43K Buy
135
+25
+23% +$259 ﹤0.01% 744
2025
Q3 		$1.26K Hold
110
– – ﹤0.01% 738
2025
Q2 		$1.2K Hold
110
– – ﹤0.01% 720
2025
Q1 		$996 Hold
110
– – ﹤0.01% 690
2024
Q4 		$797 Hold
110
– – ﹤0.01% 678
2024
Q3 		$785 Hold
110
– – ﹤0.01% 667
2024
Q2 		$559 Hold
110
– – ﹤0.01% 643
2024
Q1 		$477 Hold
110
– – ﹤0.01% 649
2023
Q4 		$484 Hold
110
– – ﹤0.01% 631
2023
Q3 		$333 Buy
+110
New +$377 ﹤0.01% 665

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 $585M AUM 5.18% 1-Year Est. Return

DHJJ Financial Advisors's PBI Position: Q1 2026 in Review

DHJJ Financial Advisors held its Pitney Bowes (PBI) position steady in Q1 2026 at 135 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

DHJJ Financial Advisors first reported a position in PBI in Q3 2023 and has held it in 11 quarters since. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • DHJJ Financial Advisors held 135 shares of Pitney Bowes worth $1.49K as of Q1 2026.
  • DHJJ Financial Advisors left its Pitney Bowes share count unchanged in Q1 2026.
  • Pitney Bowes made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #769 holding.
  • DHJJ Financial Advisors first reported a position in Pitney Bowes in Q3 2023 and has held it in 11 quarters since.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.