Kestra Advisory Services’s Pitney Bowes PBI Stock Holding History

Kestra Advisory Services’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	$1.89M	Sell	107,891 -3,171	-3%	-$48.5K	0.01%	1399
2026 Q1	$1.23M	Sell	111,062 -2,725	-2%	-$28.6K	﹤0.01%	1588
2025 Q4	$1.2M	Buy	113,787 +857	+0.8%	+$8.89K	0.01%	1525
2025 Q3	$1.29M	Sell	112,930 -4,360	-4%	-$50.8K	0.01%	1420
2025 Q2	$1.28M	Buy	117,290 +25,596	+28%	+$241K	0.01%	1334
2025 Q1	$830K	Buy	91,694 +7,960	+10%	+$72.1K	﹤0.01%	1499
2024 Q4	$606K	Buy	+83,734	New	+$622K	﹤0.01%	1745
2024 Q2	–	Sell	-14,621	Closed	-$63.3K	–	2669
2024 Q1	$63.3K	Buy	+14,621	New	+$60.3K	﹤0.01%	2390
2022 Q4	–	Sell	-10,269	Closed	-$24K	–	2317
2022 Q3	$24K	Sell	10,269 -788	-7%	-$2.53K	﹤0.01%	2069
2022 Q2	$40K	Buy	+11,057	New	+$50.4K	﹤0.01%	2055
2021 Q4	–	Sell	-10,308	Closed	-$74K	–	2146
2021 Q3	$74K	Buy	+10,308	New	+$80.7K	﹤0.01%	2074

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Advisory Services's PBI Position: Q2 2026 in Review

Kestra Advisory Services reduced its Pitney Bowes (PBI) stake by 2.9% in Q2 2026, selling an estimated $48.5K and leaving 107,891 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1399.

Kestra Advisory Services first reported a position in PBI in Q3 2021 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Kestra Advisory Services held 107,891 shares of Pitney Bowes worth $1.89M as of Q2 2026.
Kestra Advisory Services sold 3,171 Pitney Bowes shares in Q2 2026, an estimated $48.5K.
Pitney Bowes made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1399 holding.
Kestra Advisory Services first reported a position in Pitney Bowes in Q3 2021 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.