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Medallion Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Medallion Wealth 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 		$398K Hold
22,700
– – 0.13% 152
2026
Q1 		$251K Hold
22,700
– – 0.08% 220
2025
Q4 		$240K Hold
22,700
– – 0.08% 218
2025
Q3 		$259K Hold
22,700
– – 0.09% 201
2025
Q2 		$255K Buy
+22,700
New +$214K 0.1% 197

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

Medallion Wealth Advisors's PBI Position: Q2 2026 in Review

Medallion Wealth Advisors held its Pitney Bowes (PBI) position steady in Q2 2026 at 22,700 shares worth $398K. The position accounts for 0.13% of the portfolio, ranked #152.

Medallion Wealth Advisors first reported a position in PBI in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Medallion Wealth Advisors held 22,700 shares of Pitney Bowes worth $398K as of Q2 2026.
  • Medallion Wealth Advisors left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Medallion Wealth Advisors first reported a position in Pitney Bowes in Q2 2025 and has held it in 5 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.