Plante Moran Financial Advisors’s Pitney Bowes PBI Stock Holding History

Plante Moran Financial 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	$841	Buy	+48	New	+$734	﹤0.01%	958
2021 Q2	–	Sell	-100	Closed	-$1K	–	1054
2021 Q1	$1K	Buy	+100	New	+$857	﹤0.01%	969
2018 Q2	–	Sell	-170	Closed	-$2K	–	927
2018 Q1	$2K	Buy	+170	New	+$2.11K	﹤0.01%	854
2017 Q2	–	Sell	-340	Closed	-$4K	–	885
2017 Q1	$4K	Hold	340	–	–	﹤0.01%	734
2016 Q4	$5K	Hold	340	–	–	﹤0.01%	720
2016 Q3	$6K	Hold	340	–	–	﹤0.01%	663
2016 Q2	$6K	Buy	+340	New	+$6.55K	﹤0.01%	604

Other funds holding PBI

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

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's PBI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 48 shares worth $841. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PBI as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in PBI in Q2 2016 and has held it in 7 quarters since. The position peaked at $6K in Q3 2016. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Plante Moran Financial Advisors held 48 shares of Pitney Bowes worth $841 as of Q2 2026.
Pitney Bowes was a new Plante Moran Financial Advisors position in Q2 2026.
Pitney Bowes made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #958 holding.
Plante Moran Financial Advisors first reported a position in Pitney Bowes in Q2 2016 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Pitney Bowes position peaked at $6K in Q3 2016.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.