Edgestream Partners’s Pitney Bowes PBI Stock Holding History

Edgestream Partners’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 Q3	$8.43M	Buy	+516,785	New	+$8.92M	0.23%	130
2022 Q4	–	Sell	-43,399	Closed	-$101K	–	602
2022 Q3	$101K	Sell	43,399 -214,322	-83%	-$688K	0.01%	433
2022 Q2	$933K	Sell	257,721 -70,466	-21%	-$321K	0.07%	334
2022 Q1	$1.71M	Buy	328,187 +160,340	+96%	+$869K	0.14%	244
2021 Q4	$1.11M	Buy	167,847 +23,838	+17%	+$169K	0.07%	300
2021 Q3	$1.04M	Sell	144,009 -369,775	-72%	-$2.9M	0.06%	318
2021 Q2	$4.51M	Sell	513,784 -391,429	-43%	-$3.26M	0.27%	135
2021 Q1	$7.46M	Buy	905,213 +776,484	+603%	+$6.66M	0.42%	72
2020 Q4	$793K	Buy	+128,729	New	+$773K	0.04%	306
2020 Q3	–	Sell	-55,045	Closed	-$143K	–	341
2020 Q2	$143K	Buy	55,045 +10,891	+25%	+$27.2K	0.01%	293
2020 Q1	$90K	Buy	44,154 +23,697	+116%	+$81.3K	0.01%	293
2019 Q4	$82K	Buy	+20,457	New	+$93.8K	﹤0.01%	309

Other funds holding PBI

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Edgestream Partners's PBI Position: Q3 2026 in Review

Edgestream Partners opened a new position in Pitney Bowes (PBI) in Q3 2026: 516,785 shares worth $8.43M. The stake represents 0.23% of the portfolio and ranks #130 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in PBI as recently as Q3 2022.

Edgestream Partners first reported a position in PBI in Q4 2019 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

Edgestream Partners held 516,785 shares of Pitney Bowes worth $8.43M as of Q3 2026.
Pitney Bowes was a new Edgestream Partners position in Q3 2026.
Pitney Bowes made up 0.23% of Edgestream Partners's portfolio in Q3 2026, its #130 holding.
Edgestream Partners first reported a position in Pitney Bowes in Q4 2019 and has held it in 12 quarters since.
228 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.