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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
Q2 		$7.53K Hold
430
– – ﹤0.01% 751
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 $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

Financial Consulate's PBI Position: Q2 2026 in Review

Financial Consulate held its Pitney Bowes (PBI) position steady in Q2 2026 at 430 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Financial Consulate first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Financial Consulate held 430 shares of Pitney Bowes worth $7.53K as of Q2 2026.
  • Financial Consulate left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #751 holding.
  • Financial Consulate first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.