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Phoenix Financial’s Pitney Bowes PBI Stock Holding History

Phoenix Financial’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 		$6.72M Sell
380,000
-24,000
-6% -$367K 0.05% 115
2026
Q1 		$4.46M Buy
404,000
+34,000
+9% +$357K 0.04% 128
2025
Q4 		$3.91M Buy
370,000
+64,000
+21% +$664K 0.04% 146
2025
Q3 		$3.49M Buy
+306,000
New +$3.56M 0.04% 157

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

Phoenix Financial's PBI Position: Q2 2026 in Review

Phoenix Financial reduced its Pitney Bowes (PBI) stake by 5.9% in Q2 2026, selling an estimated $367K and leaving 380,000 shares worth $6.72M. The position accounts for 0.05% of the portfolio, ranked #115.

Phoenix Financial first reported a position in PBI in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Phoenix Financial held 380,000 shares of Pitney Bowes worth $6.72M as of Q2 2026.
  • Phoenix Financial sold 24,000 Pitney Bowes shares in Q2 2026, an estimated $367K.
  • Pitney Bowes made up 0.05% of Phoenix Financial's portfolio in Q2 2026, its #115 holding.
  • Phoenix Financial first reported a position in Pitney Bowes in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.