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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
Q2 		$761K Buy
43,456
+1,389
+3% +$21.2K 0.29% 57
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 $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 $3.38T AUM 44.17% 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

Optimist Retirement Group's PBI Position: Q2 2026 in Review

Optimist Retirement Group increased its Pitney Bowes (PBI) stake by 3.3% in Q2 2026, buying an estimated $21.2K and bringing the position to 43,456 shares worth $761K. The position accounts for 0.29% of the portfolio, ranked #57.

Optimist Retirement Group first reported a position in PBI in Q3 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Optimist Retirement Group held 43,456 shares of Pitney Bowes worth $761K as of Q2 2026.
  • Optimist Retirement Group bought 1,389 Pitney Bowes shares in Q2 2026, an estimated $21.2K.
  • Pitney Bowes made up 0.29% of Optimist Retirement Group's portfolio in Q2 2026, its #57 holding.
  • Optimist Retirement Group first reported a position in Pitney Bowes in Q3 2024 and has held it in 8 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.