Janney Montgomery Scott
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Janney Montgomery Scott’s Pitney Bowes PBI Stock Holding History

Janney Montgomery Scott’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 		$1.66M Buy
149,945
+13,727
+10% +$144K ﹤0.01% 1375
2025
Q4 		$1.44M Buy
+136,218
New +$1.41M ﹤0.01% 1517
2022
Q4 		– Sell
-17,954
Closed -$42K – 2621
2022
Q3 		$42K Buy
17,954
+19
+0.1% +$61 ﹤0.01% 2457
2022
Q2 		$68K Sell
17,935
-575
-3% -$2.62K ﹤0.01% 2274
2022
Q1 		$96K Sell
18,510
-1,347
-7% -$7.3K ﹤0.01% 2184
2021
Q4 		$132K Buy
19,857
+357
+2% +$2.53K ﹤0.01% 2289
2021
Q3 		$141K Buy
19,500
+799
+4% +$6.26K ﹤0.01% 2213
2021
Q2 		$164K Hold
18,701
– – ﹤0.01% 2168
2021
Q1 		$154K Sell
18,701
-1,200
-6% -$10.3K ﹤0.01% 2092
2020
Q4 		$123K Buy
19,901
+600
+3% +$3.6K ﹤0.01% 2165
2020
Q3 		$102K Sell
19,301
-240
-1% -$1.11K ﹤0.01% 1996
2020
Q2 		$51K Sell
19,541
-250
-1% -$624 ﹤0.01% 1958
2020
Q1 		$40K Buy
19,791
+1,200
+6% +$4.12K ﹤0.01% 1837
2019
Q4 		$75K Sell
18,591
-4,195
-18% -$19.2K ﹤0.01% 2024
2019
Q3 		$104K Buy
+22,786
New +$91.3K ﹤0.01% 1982
2019
Q2 		– Sell
-110,791
Closed -$761K – 2085
2019
Q1 		$761K Sell
110,791
-21,768
-16% -$151K 0.01% 1171
2018
Q4 		$783K Sell
132,559
-2,724
-2% -$19.6K 0.01% 1056
2018
Q3 		$958K Buy
135,283
+19,781
+17% +$160K 0.01% 1066
2018
Q2 		$990K Buy
115,502
+13,263
+13% +$128K 0.01% 987
2018
Q1 		$1.11M Buy
102,239
+4,737
+5% +$58.7K 0.01% 915
2017
Q4 		$1.09M Buy
97,502
+14,877
+18% +$175K 0.01% 907
2017
Q3 		$1.16M Buy
82,625
+134
+0.2% +$1.84K 0.01% 848
2017
Q2 		$1.25M Sell
82,491
-4,102
-5% -$59.9K 0.02% 780
2017
Q1 		$1.14M Buy
+86,593
New +$1.22M 0.02% 791
2015
Q2 		– Sell
-11,400
Closed -$266K – 2120
2015
Q1 		$266K Sell
11,400
-980
-8% -$22.8K 0.01% 1857
2014
Q4 		$302K Buy
12,380
+2,481
+25% +$60.6K 0.01% 1691
2014
Q3 		$247K Sell
9,899
-2,095
-17% -$56K 0.01% 1806
2014
Q2 		$331K Buy
+11,994
New +$319K 0.01% 1545
2013
Q4 		– Sell
-10,050
Closed -$183K – 2040
2013
Q3 		$183K Sell
10,050
-775
-7% -$12.7K 0.01% 1679
2013
Q2 		$159K Buy
+10,825
New +$160K 0.02% 716

Other funds holding PBI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Janney Montgomery Scott's PBI Position: Q1 2026 in Review

Janney Montgomery Scott increased its Pitney Bowes (PBI) stake by 10% in Q1 2026, buying an estimated $144K and bringing the position to 149,945 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Janney Montgomery Scott first reported a position in PBI in Q2 2013 and has held it in 30 quarters since. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Janney Montgomery Scott held 149,945 shares of Pitney Bowes worth $1.66M as of Q1 2026.
  • Janney Montgomery Scott bought 13,727 Pitney Bowes shares in Q1 2026, an estimated $144K.
  • Pitney Bowes made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1375 holding.
  • Janney Montgomery Scott first reported a position in Pitney Bowes in Q2 2013 and has held it in 30 quarters since.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.