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Kelleher Financial Advisors’s Pitney Bowes PBI Stock Holding History

Kelleher Financial Advisors’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 		$894 Buy
+51
New +$780 ﹤0.01% 819

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

Kelleher Financial Advisors's PBI Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 51 shares worth $894. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Kelleher Financial Advisors held 51 shares of Pitney Bowes worth $894 as of Q2 2026.
  • Pitney Bowes was a new Kelleher Financial Advisors position in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #819 holding.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.