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Jackson Grant Investment Advisers’s Pitney Bowes PBI Stock Holding History

Jackson Grant Investment Advisers’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 		$12.6K Hold
720
– – ﹤0.01% 290
2026
Q1 		$7.96K Hold
720
– – ﹤0.01% 319
2025
Q4 		$7.61K Hold
720
– – ﹤0.01% 321
2025
Q3 		$8.21K Buy
+720
New +$8.39K ﹤0.01% 309

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

Jackson Grant Investment Advisers's PBI Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Pitney Bowes (PBI) position steady in Q2 2026 at 720 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Jackson Grant Investment Advisers first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Jackson Grant Investment Advisers held 720 shares of Pitney Bowes worth $12.6K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #290 holding.
  • Jackson Grant Investment Advisers first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.