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 Q3	$1.69M	Sell	103,661 -4,230	-4%	-$73K	﹤0.01%	1574
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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Hestia Capital Management Cranberry Township, Pennsylvania $52.9M AUM 23.82% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Evergreen Wealth Management Williamston, Michigan $256M AUM 14.01% 1-Year Est. Return

Kestra Advisory Services's PBI Position: Q3 2026 in Review

Kestra Advisory Services reduced its Pitney Bowes (PBI) stake by 3.9% in Q3 2026, selling an estimated $73K and leaving 103,661 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Kestra Advisory Services first reported a position in PBI in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.89M in Q2 2026. 145 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

Kestra Advisory Services held 103,661 shares of Pitney Bowes worth $1.69M as of Q3 2026.
Kestra Advisory Services sold 4,230 Pitney Bowes shares in Q3 2026, an estimated $73K.
Pitney Bowes made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1574 holding.
Kestra Advisory Services first reported a position in Pitney Bowes in Q3 2021 and has held it in 12 quarters since.
Kestra Advisory Services's Pitney Bowes position peaked at $1.89M in Q2 2026.
145 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.