First Trust Advisors’s Pitney Bowes PBI Stock Holding History

First Trust 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 Q1	$4.51M	Buy	408,325 +45,275	+12%	+$475K	﹤0.01%	1505
2025 Q4	$3.84M	Sell	363,050 -172,208	-32%	-$1.79M	﹤0.01%	1556
2025 Q3	$6.11M	Sell	535,258 -69,426	-11%	-$809K	﹤0.01%	1284
2025 Q2	$6.6M	Sell	604,684 -77,668	-11%	-$731K	0.01%	1233
2025 Q1	$6.18M	Sell	682,352 -180,208	-21%	-$1.63M	0.01%	1220
2024 Q4	$6.24M	Buy	+862,560	New	+$6.41M	0.01%	1242
2021 Q4	–	Sell	-645,924	Closed	-$4.66M	–	2578
2021 Q3	$4.66M	Sell	645,924 -252,396	-28%	-$1.98M	0.01%	1361
2021 Q2	$7.88M	Buy	898,320 +792,080	+746%	+$6.6M	0.01%	1085
2021 Q1	$875K	Buy	+106,240	New	+$911K	﹤0.01%	2022
2019 Q4	–	Sell	-228,821	Closed	-$1.05M	–	2436
2019 Q3	$1.05M	Sell	228,821 -350,621	-61%	-$1.41M	﹤0.01%	1853
2019 Q2	$2.48M	Buy	579,442 +72,341	+14%	+$388K	﹤0.01%	1441
2019 Q1	$3.48M	Sell	507,101 -96,112	-16%	-$665K	0.01%	1243
2018 Q4	$3.56M	Sell	603,213 -45,855	-7%	-$330K	0.01%	1154
2018 Q3	$4.59M	Sell	649,068 -317,876	-33%	-$2.57M	0.01%	1192
2018 Q2	$8.29M	Buy	966,944 +761,706	+371%	+$7.35M	0.02%	863
2018 Q1	$2.23M	Sell	205,238 -10,629	-5%	-$132K	0.01%	1401
2017 Q4	$2.41M	Buy	215,867 +41,782	+24%	+$492K	0.01%	1408
2017 Q3	$2.44M	Buy	174,085 +4,539	+3%	+$62.3K	0.01%	1342
2017 Q2	$2.56M	Sell	169,546 -135,860	-44%	-$1.98M	0.01%	1329
2017 Q1	$4M	Buy	305,406 +51,247	+20%	+$724K	0.01%	1132
2016 Q4	$3.86M	Sell	254,159 -43,101	-14%	-$686K	0.01%	1103
2016 Q3	$5.4M	Sell	297,260 -32,663	-10%	-$599K	0.02%	943
2016 Q2	$5.87M	Buy	329,923 +77,334	+31%	+$1.49M	0.02%	876
2016 Q1	$5.44M	Sell	252,589 -153,981	-38%	-$2.93M	0.02%	899
2015 Q4	$8.4M	Buy	406,570 +159,566	+65%	+$3.3M	0.02%	745
2015 Q3	$4.9M	Buy	+247,004	New	+$5.07M	0.01%	980
2015 Q1	–	Sell	-33,584	Closed	-$818K	–	2282
2014 Q4	$818K	Sell	33,584 -848,557	-96%	-$20.7M	﹤0.01%	1807
2014 Q3	$22M	Sell	882,141 -158,426	-15%	-$4.24M	0.09%	310
2014 Q2	$28.7M	Buy	1,040,567 +197,256	+23%	+$5.25M	0.12%	217
2014 Q1	$21.9M	Buy	843,311 +483,462	+134%	+$11.9M	0.1%	281
2013 Q4	$8.38M	Buy	359,849 +215,769	+150%	+$4.64M	0.04%	706
2013 Q3	$2.62M	Sell	144,080 -89,870	-38%	-$1.47M	0.01%	1131
2013 Q2	$3.43M	Buy	+233,950	New	+$3.46M	0.02%	974

Other funds holding PBI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

First Trust Advisors's PBI Position: Q1 2026 in Review

First Trust Advisors increased its Pitney Bowes (PBI) stake by 12% in Q1 2026, buying an estimated $475K and bringing the position to 408,325 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

First Trust Advisors first reported a position in PBI in Q2 2013 and has held it in 33 quarters since. The position peaked at $28.7M in Q2 2014. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

First Trust Advisors held 408,325 shares of Pitney Bowes worth $4.51M as of Q1 2026.
First Trust Advisors bought 45,275 Pitney Bowes shares in Q1 2026, an estimated $475K.
Pitney Bowes made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1505 holding.
First Trust Advisors first reported a position in Pitney Bowes in Q2 2013 and has held it in 33 quarters since.
First Trust Advisors's Pitney Bowes position peaked at $28.7M in Q2 2014.
318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.