EAM
PBI icon

Evanson Asset Management’s Pitney Bowes PBI Stock Holding History

Evanson Asset Management’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 		$125K Buy
11,329
+92
+0.8% +$965 0.01% 318
2025
Q4 		$119K Buy
11,237
+102
+0.9% +$1.06K 0.01% 323
2025
Q3 		$127K Buy
11,135
+71
+0.6% +$827 0.01% 321
2025
Q2 		$121K Buy
11,064
+74
+0.7% +$696 0.01% 321
2025
Q1 		$99.5K Buy
10,990
+67
+0.6% +$607 0.01% 302
2024
Q4 		$79.1K Buy
10,923
+70
+0.6% +$520 0.01% 301
2024
Q3 		$77.4K Buy
10,853
+82
+0.8% +$553 0.01% 298
2024
Q2 		$54.7K Buy
10,771
+100
+0.9% +$478 ﹤0.01% 293
2024
Q1 		$46.2K Buy
10,671
+129
+1% +$532 ﹤0.01% 305
2023
Q4 		$46.4K Buy
10,542
+123
+1% +$477 ﹤0.01% 295
2023
Q3 		$31.5K Buy
10,419
+180
+2% +$616 ﹤0.01% 281
2023
Q2 		$36.2K Buy
10,239
+137
+1% +$475 ﹤0.01% 283
2023
Q1 		$39.3K Buy
+10,102
New +$42.4K ﹤0.01% 265
2021
Q1 		– Sell
-11,277
Closed -$69K – 289
2020
Q4 		$69K Buy
11,277
+94
+0.8% +$565 0.01% 258
2020
Q3 		$59K Buy
11,183
+109
+1% +$503 0.01% 240
2020
Q2 		$29K Buy
11,074
+172
+2% +$429 0.01% 231
2020
Q1 		$22K Buy
+10,902
New +$37.4K 0.01% 216

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Evanson Asset Management's PBI Position: Q1 2026 in Review

Evanson Asset Management increased its Pitney Bowes (PBI) stake by 0.82% in Q1 2026, buying an estimated $965 and bringing the position to 11,329 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #318.

Evanson Asset Management first reported a position in PBI in Q1 2020 and has held it in 17 quarters since. The position peaked at $127K in Q3 2025. 321 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Evanson Asset Management held 11,329 shares of Pitney Bowes worth $125K as of Q1 2026.
  • Evanson Asset Management bought 92 Pitney Bowes shares in Q1 2026, an estimated $965.
  • Pitney Bowes made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #318 holding.
  • Evanson Asset Management first reported a position in Pitney Bowes in Q1 2020 and has held it in 17 quarters since.
  • Evanson Asset Management's Pitney Bowes position peaked at $127K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.