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Larson Financial Group’s Pitney Bowes PBI Stock Holding History

Larson Financial Group’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 		$3.1K Buy
177
+69
+64% +$1.05K ﹤0.01% 2965
2026
Q1 		$1.19K Buy
108
+24
+29% +$252 ﹤0.01% 3098
2025
Q4 		$888 Sell
84
-47
-36% -$487 ﹤0.01% 2983
2025
Q3 		$1.5K Buy
131
+96
+274% +$1.12K ﹤0.01% 2806
2025
Q2 		$382 Sell
35
-1
-3% -$9 ﹤0.01% 2925
2025
Q1 		$326 Hold
36
– – ﹤0.01% 2676
2024
Q4 		$261 Hold
36
– – ﹤0.01% 2371
2024
Q3 		$257 Hold
36
– – ﹤0.01% 2294
2024
Q2 		$183 Buy
+36
New +$172 ﹤0.01% 2098

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

Larson Financial Group's PBI Position: Q2 2026 in Review

Larson Financial Group increased its Pitney Bowes (PBI) stake by 64% in Q2 2026, buying an estimated $1.05K and bringing the position to 177 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Larson Financial Group first reported a position in PBI in Q2 2024 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Larson Financial Group held 177 shares of Pitney Bowes worth $3.1K as of Q2 2026.
  • Larson Financial Group bought 69 Pitney Bowes shares in Q2 2026, an estimated $1.05K.
  • Pitney Bowes made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2965 holding.
  • Larson Financial Group first reported a position in Pitney Bowes in Q2 2024 and has held it in 9 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

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