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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
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
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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Phoenix Financial's PBI Position: Q1 2026 in Review

Phoenix Financial increased its Pitney Bowes (PBI) stake by 9.2% in Q1 2026, buying an estimated $357K and bringing the position to 404,000 shares worth $4.46M. The position accounts for 0.04% of the portfolio, ranked #128.

Phoenix Financial first reported a position in PBI in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Phoenix Financial held 404,000 shares of Pitney Bowes worth $4.46M as of Q1 2026.
  • Phoenix Financial bought 34,000 Pitney Bowes shares in Q1 2026, an estimated $357K.
  • Pitney Bowes made up 0.04% of Phoenix Financial's portfolio in Q1 2026, its #128 holding.
  • Phoenix Financial first reported a position in Pitney Bowes in Q3 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.