LPL Financial’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.97M | Buy |
226,796
+12,551
| +6% | +$192K | ﹤0.01% | 3010 |
|
|
2026
Q1 | $2.37M | Sell |
214,245
-95,549
| -31% | -$1M | ﹤0.01% | 3344 |
|
|
2025
Q4 | $3.27M | Sell |
309,794
-2,582
| -0.8% | -$26.8K | ﹤0.01% | 2923 |
|
|
2025
Q3 | $3.56M | Buy |
312,376
+18,013
| +6% | +$210K | ﹤0.01% | 2781 |
|
|
2025
Q2 | $3.21M | Sell |
294,363
-56,870
| -16% | -$535K | ﹤0.01% | 2680 |
|
|
2025
Q1 | $3.18M | Buy |
351,233
+117,636
| +50% | +$1.07M | ﹤0.01% | 2517 |
|
|
2024
Q4 | $1.69M | Buy |
233,597
+34,717
| +17% | +$258K | ﹤0.01% | 3017 |
|
|
2024
Q3 | $1.42M | Buy |
198,880
+152,255
| +327% | +$1.03M | ﹤0.01% | 3058 |
|
|
2024
Q2 | $237K | Buy |
46,625
+5,171
| +12% | +$24.7K | ﹤0.01% | 4440 |
|
|
2024
Q1 | $179K | Sell |
41,454
-772
| -2% | -$3.18K | ﹤0.01% | 4537 |
|
|
2023
Q4 | $186K | Buy |
42,226
+10,161
| +32% | +$39.4K | ﹤0.01% | 4412 |
|
|
2023
Q3 | $96.8K | Buy |
+32,065
| New | +$110K | ﹤0.01% | 4426 |
|
|
2023
Q1 | – | Sell |
-17,988
| Closed | -$68.4K | – | 4558 |
|
|
2022
Q4 | $68.4K | Sell |
17,988
-5,038
| -22% | -$17K | ﹤0.01% | 4229 |
|
|
2022
Q3 | $54K | Buy |
23,026
+1,148
| +5% | +$3.68K | ﹤0.01% | 4225 |
|
|
2022
Q2 | $79K | Sell |
21,878
-47,395
| -68% | -$216K | ﹤0.01% | 4170 |
|
|
2022
Q1 | $360K | Sell |
69,273
-4,569
| -6% | -$24.8K | ﹤0.01% | 3438 |
|
|
2021
Q4 | $490K | Buy |
73,842
+1,006
| +1% | +$7.13K | ﹤0.01% | 3299 |
|
|
2021
Q3 | $525K | Sell |
72,836
-5,910
| -8% | -$46.3K | ﹤0.01% | 3173 |
|
|
2021
Q2 | $691K | Buy |
78,746
+4,118
| +6% | +$34.3K | ﹤0.01% | 2878 |
|
|
2021
Q1 | $615K | Buy |
74,628
+48,245
| +183% | +$414K | ﹤0.01% | 2848 |
|
|
2020
Q4 | $163K | Buy |
26,383
+1,473
| +6% | +$8.85K | ﹤0.01% | 3579 |
|
|
2020
Q3 | $132K | Buy |
24,910
+11,090
| +80% | +$51.2K | ﹤0.01% | 3317 |
|
|
2020
Q2 | $36K | Buy |
13,820
+148
| +1% | +$370 | ﹤0.01% | 3376 |
|
|
2020
Q1 | $28K | Sell |
13,672
-11,071
| -45% | -$38K | ﹤0.01% | 3127 |
|
|
2019
Q4 | $100K | Buy |
+24,743
| New | +$113K | ﹤0.01% | 3220 |
|
|
2019
Q3 | – | Sell |
-13,286
| Closed | -$57K | – | 3359 |
|
|
2019
Q2 | $57K | Sell |
13,286
-4,597
| -26% | -$24.7K | ﹤0.01% | 3197 |
|
|
2019
Q1 | $123K | Sell |
17,883
-10,540
| -37% | -$72.9K | ﹤0.01% | 3045 |
|
|
2018
Q4 | $168K | Sell |
28,423
-2,071
| -7% | -$14.9K | ﹤0.01% | 2860 |
|
|
2018
Q3 | $216K | Sell |
30,494
-2,181
| -7% | -$17.6K | ﹤0.01% | 2944 |
|
|
2018
Q2 | $280K | Buy |
+32,675
| New | +$315K | ﹤0.01% | 2715 |
|
|
2016
Q2 | – | Sell |
-15,713
| Closed | -$332K | – | 2888 |
|
|
2016
Q1 | $332K | Buy |
15,713
+206
| +1% | +$3.91K | ﹤0.01% | 2434 |
|
|
2015
Q4 | $316K | Buy |
15,507
+5,199
| +50% | +$108K | ﹤0.01% | 2492 |
|
|
2015
Q3 | $210K | Buy |
+10,308
| New | +$212K | ﹤0.01% | 2477 |
|
|
2015
Q2 | – | Sell |
-9,151
| Closed | -$216K | – | 2921 |
|
|
2015
Q1 | $216K | Sell |
9,151
-3,172
| -26% | -$73.8K | ﹤0.01% | 2497 |
|
|
2014
Q4 | $300K | Sell |
12,323
-960
| -7% | -$23.5K | ﹤0.01% | 2161 |
|
|
2014
Q3 | $322K | Sell |
13,283
-1,864
| -12% | -$49.8K | ﹤0.01% | 2114 |
|
|
2014
Q2 | $418K | Sell |
15,147
-7,231
| -32% | -$193K | ﹤0.01% | 1940 |
|
|
2014
Q1 | $582K | Buy |
22,378
+6,768
| +43% | +$167K | ﹤0.01% | 1627 |
|
|
2013
Q4 | $364K | Sell |
15,610
-3,299
| -17% | -$71K | ﹤0.01% | 1967 |
|
|
2013
Q3 | $365K | Sell |
18,909
-13,174
| -41% | -$216K | ﹤0.01% | 1870 |
|
|
2013
Q2 | $471K | Buy |
+32,083
| New | +$474K | ﹤0.01% | 1602 |
|
Other funds holding PBI
PC
HCM
LPL Financial's PBI Position: Q2 2026 in Review
LPL Financial increased its Pitney Bowes (PBI) stake by 5.9% in Q2 2026, buying an estimated $192K and bringing the position to 226,796 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3010.
LPL Financial first reported a position in PBI in Q2 2013 and has held it in 41 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.
- LPL Financial held 226,796 shares of Pitney Bowes worth $3.97M as of Q2 2026.
- LPL Financial bought 12,551 Pitney Bowes shares in Q2 2026, an estimated $192K.
- Pitney Bowes made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3010 holding.
- LPL Financial first reported a position in Pitney Bowes in Q2 2013 and has held it in 41 quarters since.
- 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.