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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Medallion Wealth Advisors's PBI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Pitney Bowes (PBI) position steady in Q1 2026 at 22,700 shares worth $251K. The position accounts for 0.08% of the portfolio, ranked #220.

Medallion Wealth Advisors first reported a position in PBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Medallion Wealth Advisors held 22,700 shares of Pitney Bowes worth $251K as of Q1 2026.
  • Medallion Wealth Advisors left its Pitney Bowes share count unchanged in Q1 2026.
  • Pitney Bowes made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #220 holding.
  • Medallion Wealth Advisors first reported a position in Pitney Bowes in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Pitney Bowes position peaked at $259K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.