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Innovative Asset Advisors Group’s Pitney Bowes PBI Stock Holding History

Innovative Asset Advisors Group’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 		$176K Hold
10,041
– – 0.08% 195
2026
Q1 		$111K Buy
+10,041
New +$105K 0.06% 194

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

Innovative Asset Advisors Group's PBI Position: Q2 2026 in Review

Innovative Asset Advisors Group held its Pitney Bowes (PBI) position steady in Q2 2026 at 10,041 shares worth $176K. The position accounts for 0.08% of the portfolio, ranked #195.

Innovative Asset Advisors Group first reported a position in PBI in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Innovative Asset Advisors Group held 10,041 shares of Pitney Bowes worth $176K as of Q2 2026.
  • Innovative Asset Advisors Group left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up 0.08% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #195 holding.
  • Innovative Asset Advisors Group first reported a position in Pitney Bowes in Q1 2026 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.