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Financial Consulate’s Pitney Bowes PBI Stock Holding History

Financial Consulate’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 		$4.75K Hold
430
– – ﹤0.01% 805
2025
Q4 		$4.55K Hold
430
– – ﹤0.01% 762
2025
Q3 		$4.91K Buy
+430
New +$5.01K ﹤0.01% 661

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Financial Consulate's PBI Position: Q1 2026 in Review

Financial Consulate held its Pitney Bowes (PBI) position steady in Q1 2026 at 430 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Financial Consulate first reported a position in PBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.91K in Q3 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Financial Consulate held 430 shares of Pitney Bowes worth $4.75K as of Q1 2026.
  • Financial Consulate left its Pitney Bowes share count unchanged in Q1 2026.
  • Pitney Bowes made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #805 holding.
  • Financial Consulate first reported a position in Pitney Bowes in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Pitney Bowes position peaked at $4.91K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.