NewEdge Advisors’s Pitney Bowes PBI Stock Holding History

NewEdge 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	$4.13K	Hold	236	–	–	﹤0.01%	3767
2026 Q1	$2.61K	Hold	236	–	–	﹤0.01%	3750
2025 Q4	$2.5K	Hold	236	–	–	﹤0.01%	3842
2025 Q3	$2.69K	Hold	236	–	–	﹤0.01%	3713
2025 Q2	$2.58K	Hold	236	–	–	﹤0.01%	3569
2025 Q1	$2.14K	Hold	236	–	–	﹤0.01%	3497
2024 Q4	$1.71K	Hold	236	–	–	﹤0.01%	3476
2024 Q3	$1.68K	Hold	236	–	–	﹤0.01%	3417
2024 Q2	$1.2K	Hold	236	–	–	﹤0.01%	3427
2024 Q1	$1.02K	Hold	236	–	–	﹤0.01%	3494
2023 Q4	$1.04K	Sell	236 -1,000	-81%	-$3.88K	﹤0.01%	3457
2023 Q3	$3.73K	Buy	1,236 +1,000	+424%	+$3.42K	﹤0.01%	2890
2023 Q2	$835	Hold	236	–	–	﹤0.01%	3273
2023 Q1	$918	Sell	236 -163	-41%	-$685	﹤0.01%	3167
2022 Q4	$620	Buy	+399	New	+$1.34K	﹤0.01%	3136

Other funds holding PBI

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

VPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

NewEdge Advisors's PBI Position: Q2 2026 in Review

NewEdge Advisors held its Pitney Bowes (PBI) position steady in Q2 2026 at 236 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

NewEdge Advisors first reported a position in PBI in Q4 2022 and has held it in 15 quarters since. 264 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

NewEdge Advisors held 236 shares of Pitney Bowes worth $4.13K as of Q2 2026.
NewEdge Advisors left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3767 holding.
NewEdge Advisors first reported a position in Pitney Bowes in Q4 2022 and has held it in 15 quarters since.
264 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.