KAS
PBI icon

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
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
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

Kestra Advisory Services's PBI Position: Q1 2026 in Review

Kestra Advisory Services reduced its Pitney Bowes (PBI) stake by 2.4% in Q1 2026, selling an estimated $28.6K and leaving 111,062 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Kestra Advisory Services first reported a position in PBI in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Kestra Advisory Services held 111,062 shares of Pitney Bowes worth $1.23M as of Q1 2026.
  • Kestra Advisory Services sold 2,725 Pitney Bowes shares in Q1 2026, an estimated $28.6K.
  • Pitney Bowes made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1588 holding.
  • Kestra Advisory Services first reported a position in Pitney Bowes in Q3 2021 and has held it in 10 quarters since.
  • Kestra Advisory Services's Pitney Bowes position peaked at $1.29M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.