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Farther Finance Advisors’s Pitney Bowes PBI Stock Holding History

Farther Finance 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 		$44.7K Buy
2,540
+1,277
+101% +$19.5K ﹤0.01% 3326
2026
Q1 		$14K Buy
1,263
+612
+94% +$6.42K ﹤0.01% 3899
2025
Q4 		$6.88K Buy
651
+553
+564% +$5.74K ﹤0.01% 4149
2025
Q3 		$1.12K Buy
98
+56
+133% +$652 ﹤0.01% 4337
2025
Q2 		$458 Sell
42
-34
-45% -$320 ﹤0.01% 4061
2025
Q1 		$687 Buy
76
+43
+130% +$390 ﹤0.01% 3714
2024
Q4 		$239 Hold
33
– – ﹤0.01% 3617
2024
Q3 		$235 Hold
33
– – ﹤0.01% 3612
2024
Q2 		$196 Hold
33
– – ﹤0.01% 3497
2024
Q1 		$140 Hold
33
– – ﹤0.01% 3328
2023
Q4 		$145 Buy
+33
New +$128 ﹤0.01% 3267

Other funds holding PBI

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Farther Finance Advisors's PBI Position: Q2 2026 in Review

Farther Finance Advisors increased its Pitney Bowes (PBI) stake by 101% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,540 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Farther Finance Advisors first reported a position in PBI in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Farther Finance Advisors held 2,540 shares of Pitney Bowes worth $44.7K as of Q2 2026.
  • Farther Finance Advisors bought 1,277 Pitney Bowes shares in Q2 2026, an estimated $19.5K.
  • Pitney Bowes made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3326 holding.
  • Farther Finance Advisors first reported a position in Pitney Bowes in Q4 2023 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.