Jones Financial Companies
PBI icon

Jones Financial Companies’s Pitney Bowes PBI Stock Holding History

Jones Financial Companies’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 		$198K Buy
10,951
+6,072
+124% +$92.8K ﹤0.01% 2582
2026
Q1 		$53K Sell
4,879
-292
-6% -$3.06K ﹤0.01% 2938
2025
Q4 		$54.7K Buy
5,171
+3,181
+160% +$33K ﹤0.01% 2479
2025
Q3 		$22.4K Buy
1,990
+1,000
+101% +$11.6K ﹤0.01% 2738
2025
Q2 		$10.8K Buy
990
+199
+25% +$1.87K ﹤0.01% 2848
2025
Q1 		$7.36K Buy
+791
New +$7.17K ﹤0.01% 2831
2022
Q2 		– Sell
-2,300
Closed -$12K – 814
2022
Q1 		$12K Buy
+2,300
New +$12.5K ﹤0.01% 495
2021
Q2 		– Sell
-518
Closed -$4K – 751
2021
Q1 		$4K Hold
518
– – ﹤0.01% 663
2020
Q4 		$3K Buy
+518
New +$3.11K ﹤0.01% 565
2013
Q4 		– Sell
-83
Closed -$2K – 450
2013
Q3 		$2K Hold
83
– – ﹤0.01% 654
2013
Q2 		$1K Buy
+83
New +$1.23K ﹤0.01% 760

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

Jones Financial Companies's PBI Position: Q2 2026 in Review

Jones Financial Companies increased its Pitney Bowes (PBI) stake by 124% in Q2 2026, buying an estimated $92.8K and bringing the position to 10,951 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Jones Financial Companies first reported a position in PBI in Q2 2013 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Jones Financial Companies held 10,951 shares of Pitney Bowes worth $198K as of Q2 2026.
  • Jones Financial Companies bought 6,072 Pitney Bowes shares in Q2 2026, an estimated $92.8K.
  • Pitney Bowes made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2582 holding.
  • Jones Financial Companies first reported a position in Pitney Bowes in Q2 2013 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.