IFP Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.7K | Buy |
3,120
+3,063
| +5,374% | +$46.8K | ﹤0.01% | 2344 |
|
|
2026
Q1 | $630 | Sell |
57
-643
| -92% | -$6.75K | ﹤0.01% | 4363 |
|
|
2025
Q4 | $7.4K | Sell |
700
-221
| -24% | -$2.29K | ﹤0.01% | 3226 |
|
|
2025
Q3 | $10.5K | Buy |
921
+200
| +28% | +$2.33K | ﹤0.01% | 2881 |
|
|
2025
Q2 | $7.87K | Buy |
+721
| New | +$6.78K | ﹤0.01% | 3064 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3620 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3776 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$354 | – | 3487 |
|
|
2023
Q2 | $354 | Hold |
100
| – | – | ﹤0.01% | 3249 |
|
|
2023
Q1 | $1.43K | Sell |
100
-100
| -50% | -$420 | ﹤0.01% | 2994 |
|
|
2022
Q4 | $5K | Buy |
200
+98
| +96% | +$330 | ﹤0.01% | 3802 |
|
|
2022
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 4146 |
|
|
2022
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 3908 |
|
|
2022
Q1 | $4K | Buy |
+102
| New | +$553 | ﹤0.01% | 3907 |
|
|
2021
Q1 | – | Sell |
-20,200
| Closed | -$173K | – | 3164 |
|
|
2020
Q4 | $124K | Buy |
20,200
+1,000
| +5% | +$6.01K | 0.01% | 1025 |
|
|
2020
Q3 | $102K | Hold |
19,200
| – | – | 0.01% | 983 |
|
|
2020
Q2 | $50K | Hold |
19,200
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q1 | $45K | Sell |
19,200
-2,000
| -9% | -$6.86K | ﹤0.01% | 1169 |
|
|
2019
Q4 | $84K | Sell |
21,200
-3,896
| -16% | -$17.9K | 0.01% | 1034 |
|
|
2019
Q3 | $114K | Buy |
+25,096
| New | +$101K | 0.01% | 1000 |
|
|
2019
Q1 | $39K | Sell |
5,766
-18,099
| -76% | -$125K | 0.01% | 1069 |
|
|
2018
Q4 | $142K | Buy |
23,865
+15,772
| +195% | +$114K | 0.01% | 1015 |
|
|
2018
Q3 | $57K | Buy |
8,093
+4,716
| +140% | +$38.1K | ﹤0.01% | 1829 |
|
|
2018
Q2 | $29K | Sell |
3,377
-4,355
| -56% | -$42K | ﹤0.01% | 2250 |
|
|
2018
Q1 | $86K | Hold |
7,732
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q4 | $86K | Sell |
7,732
-3,783
| -33% | -$44.6K | ﹤0.01% | 1484 |
|
|
2017
Q3 | $161K | Buy |
11,515
+279
| +2% | +$3.83K | 0.01% | 1281 |
|
|
2017
Q2 | $170K | Buy |
11,236
+4,793
| +74% | +$70K | 0.01% | 1220 |
|
|
2017
Q1 | $84K | Buy |
6,443
+900
| +16% | +$12.7K | ﹤0.01% | 1603 |
|
|
2016
Q4 | $84K | Buy |
5,543
+577
| +12% | +$9.18K | ﹤0.01% | 1557 |
|
|
2016
Q3 | $90K | Sell |
4,966
-377
| -7% | -$6.92K | ﹤0.01% | 1431 |
|
|
2016
Q2 | $95K | Sell |
5,343
-423
| -7% | -$8.15K | 0.01% | 1371 |
|
|
2016
Q1 | $39K | Buy |
5,766
+1,780
| +45% | +$33.8K | 0.01% | 1069 |
|
|
2015
Q4 | $82K | Buy |
+3,986
| New | +$82.5K | 0.01% | 1294 |
|
Other funds holding PBI
PC
HCM
IFP Advisors's PBI Position: Q2 2026 in Review
IFP Advisors increased its Pitney Bowes (PBI) stake by 5,374% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,120 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.
IFP Advisors first reported a position in PBI in Q4 2015 and has held it in 31 quarters since. The position peaked at $170K in Q2 2017. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.
- IFP Advisors held 3,120 shares of Pitney Bowes worth $54.7K as of Q2 2026.
- IFP Advisors bought 3,063 Pitney Bowes shares in Q2 2026, an estimated $46.8K.
- Pitney Bowes made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2344 holding.
- IFP Advisors first reported a position in Pitney Bowes in Q4 2015 and has held it in 31 quarters since.
- IFP Advisors's Pitney Bowes position peaked at $170K in Q2 2017.
- 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.