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Longview Financial Advisors’s Pitney Bowes PBI Stock Holding History

Longview 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 		– Sell
-2,370
Closed -$26.2K – 119
2026
Q1 		$26.2K Buy
+2,370
New +$24.9K 0.02% 95

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

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

Longview Financial Advisors sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 2,370 shares — an estimated $26.2K sold.

Longview Financial Advisors first reported a position in PBI in Q1 2026 and held it in 1 quarter. The position peaked at $26.2K in Q1 2026. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Longview Financial Advisors reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 2,370 Pitney Bowes shares in Q2 2026, an estimated $26.2K.
  • Longview Financial Advisors first reported a position in Pitney Bowes in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's Pitney Bowes position peaked at $26.2K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

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