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Optimist Retirement Group’s Pitney Bowes PBI Stock Holding History

Optimist Retirement Group’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 		$465K Buy
42,067
+10,808
+35% +$113K 0.21% 64
2025
Q4 		$330K Hold
31,259
– – 0.15% 80
2025
Q3 		$357K Sell
31,259
-3,165
-9% -$36.9K 0.16% 77
2025
Q2 		$376K Buy
34,424
+3,344
+11% +$31.5K 0.18% 63
2025
Q1 		$281K Sell
31,080
-4,570
-13% -$41.4K 0.14% 65
2024
Q4 		$258K Buy
35,650
+331
+0.9% +$2.46K 0.12% 82
2024
Q3 		$252K Buy
+35,319
New +$238K 0.11% 89

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

Optimist Retirement Group's PBI Position: Q1 2026 in Review

Optimist Retirement Group increased its Pitney Bowes (PBI) stake by 35% in Q1 2026, buying an estimated $113K and bringing the position to 42,067 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #64.

Optimist Retirement Group first reported a position in PBI in Q3 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Optimist Retirement Group held 42,067 shares of Pitney Bowes worth $465K as of Q1 2026.
  • Optimist Retirement Group bought 10,808 Pitney Bowes shares in Q1 2026, an estimated $113K.
  • Pitney Bowes made up 0.21% of Optimist Retirement Group's portfolio in Q1 2026, its #64 holding.
  • Optimist Retirement Group first reported a position in Pitney Bowes in Q3 2024 and has held it in 7 quarters since.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.