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EverSource Wealth Advisors’s Pitney Bowes PBI Stock Holding History

EverSource Wealth 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
Q2 		$35.5K Buy
2,026
+698
+53% +$10.7K ﹤0.01% 2011
2026
Q1 		$14.7K Sell
1,328
-412
-24% -$4.32K ﹤0.01% 2697
2025
Q4 		$18.4K Sell
1,740
-1,732
-50% -$18K ﹤0.01% 2442
2025
Q3 		$39.6K Hold
3,472
– – ﹤0.01% 1875
2025
Q2 		$37.9K Buy
3,472
+1,015
+41% +$9.55K ﹤0.01% 1806
2025
Q1 		$22.2K Buy
2,457
+349
+17% +$3.16K ﹤0.01% 1637
2024
Q4 		$15.3K Buy
2,108
+44
+2% +$327 ﹤0.01% 1773
2024
Q3 		$14.7K Buy
2,064
+259
+14% +$1.75K ﹤0.01% 1652
2024
Q2 		$11.9K Buy
1,805
+320
+22% +$1.53K ﹤0.01% 1752
2024
Q1 		$6.33K Hold
1,485
– – ﹤0.01% 1932
2023
Q4 		$6.53K Hold
1,485
– – ﹤0.01% 1748
2023
Q3 		$4.49K Hold
1,485
– – ﹤0.01% 1740
2023
Q2 		$5.26K Hold
1,485
– – ﹤0.01% 1718
2023
Q1 		$5.78K Hold
1,485
– – ﹤0.01% 1595
2022
Q4 		$5.64K Buy
1,485
+29
+2% +$98 ﹤0.01% 1552
2022
Q3 		$3K Buy
1,456
+879
+152% +$2.82K ﹤0.01% 1566
2022
Q2 		$2K Buy
577
+237
+70% +$1.08K ﹤0.01% 1542
2022
Q1 		$2K Buy
340
+71
+26% +$385 ﹤0.01% 1558
2021
Q4 		$2K Buy
+269
New +$1.91K ﹤0.01% 1595

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

EverSource Wealth Advisors's PBI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pitney Bowes (PBI) stake by 53% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,026 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

EverSource Wealth Advisors first reported a position in PBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.6K in Q3 2025. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • EverSource Wealth Advisors held 2,026 shares of Pitney Bowes worth $35.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 698 Pitney Bowes shares in Q2 2026, an estimated $10.7K.
  • Pitney Bowes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2011 holding.
  • EverSource Wealth Advisors first reported a position in Pitney Bowes in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Pitney Bowes position peaked at $39.6K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.