Mark Sheptoff Financial Planning’s Pitney Bowes PBI Stock Holding History

Mark Sheptoff Financial Planning’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	$8.76K	Buy	+500	New	+$7.64K	﹤0.01%	376
2017 Q4	–	Sell	-227	Closed	-$3K	–	379
2017 Q3	$3K	Hold	227	–	–	﹤0.01%	334
2017 Q2	$3K	Sell	227 -1	-0.4%	-$15	﹤0.01%	324
2017 Q1	$3K	Buy	228 +1	+0.4%	+$14	﹤0.01%	325
2016 Q4	$3K	Hold	227	–	–	﹤0.01%	315
2016 Q3	$4K	Hold	227	–	–	﹤0.01%	305
2016 Q2	$4K	Hold	227	–	–	﹤0.01%	296
2016 Q1	$5K	Hold	227	–	–	﹤0.01%	286
2015 Q4	$5K	Hold	227	–	–	﹤0.01%	302
2015 Q3	$5K	Hold	227	–	–	﹤0.01%	289
2015 Q2	$5K	Hold	227	–	–	﹤0.01%	301
2015 Q1	$5K	Hold	227	–	–	﹤0.01%	291
2014 Q4	$6K	Hold	227	–	–	0.01%	285
2014 Q3	$6K	Hold	227	–	–	0.01%	296
2014 Q2	$6K	Hold	227	–	–	0.01%	304
2014 Q1	$6K	Buy	+227	New	+$5.6K	0.01%	309

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Mark Sheptoff Financial Planning's PBI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Pitney Bowes (PBI) in Q2 2026: 500 shares worth $8.76K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in PBI as recently as Q3 2017.

Mark Sheptoff Financial Planning first reported a position in PBI in Q1 2014 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Mark Sheptoff Financial Planning held 500 shares of Pitney Bowes worth $8.76K as of Q2 2026.
Pitney Bowes was a new Mark Sheptoff Financial Planning position in Q2 2026.
Pitney Bowes made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #376 holding.
Mark Sheptoff Financial Planning first reported a position in Pitney Bowes in Q1 2014 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.