Envestnet Portfolio Solutions
PBI icon

Envestnet Portfolio Solutions’s Pitney Bowes PBI Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$1.06M Buy
60,455
+1,221
+2% +$18.7K 0.01% 687
2026
Q1 		$655K Sell
59,234
-5,172
-8% -$54.3K ﹤0.01% 790
2025
Q4 		$681K Sell
64,406
-527
-0.8% -$5.46K ﹤0.01% 923
2025
Q3 		$741K Sell
64,933
-13,267
-17% -$155K ﹤0.01% 859
2025
Q2 		$853K Buy
78,200
+52,517
+204% +$494K ﹤0.01% 856
2025
Q1 		$232K Buy
25,683
+7,683
+43% +$69.6K ﹤0.01% 1418
2024
Q4 		$130K Buy
18,000
+1,878
+12% +$14K ﹤0.01% 1710
2024
Q3 		$115K Buy
16,122
+933
+6% +$6.29K ﹤0.01% 1669
2024
Q2 		$77.2K Buy
15,189
+2,054
+16% +$9.81K ﹤0.01% 1616
2024
Q1 		$56.9K Buy
13,135
+723
+6% +$2.98K ﹤0.01% 1589
2023
Q4 		$54.6K Buy
+12,412
New +$48.1K ﹤0.01% 1525

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Portfolio Solutions's PBI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Pitney Bowes (PBI) stake by 2.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 60,455 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #687.

Envestnet Portfolio Solutions first reported a position in PBI in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Envestnet Portfolio Solutions held 60,455 shares of Pitney Bowes worth $1.06M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,221 Pitney Bowes shares in Q2 2026, an estimated $18.7K.
  • Pitney Bowes made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #687 holding.
  • Envestnet Portfolio Solutions first reported a position in Pitney Bowes in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.