Providence Capital Advisors’s Pitney Bowes PBI Stock Holding History

Providence Capital 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	$7.15K	Buy	+408	New	+$6.24K	﹤0.01%	300
2024 Q4	–	Sell	-408	Closed	-$2.91K	–	258
2024 Q3	$2.91K	Hold	408	–	–	﹤0.01%	303
2024 Q2	$2.07K	Hold	408	–	–	﹤0.01%	309
2024 Q1	$1.77K	Hold	408	–	–	﹤0.01%	304
2023 Q4	$1.79K	Hold	408	–	–	﹤0.01%	305
2023 Q3	$1.23K	Hold	408	–	–	﹤0.01%	322
2023 Q2	$1.44K	Hold	408	–	–	﹤0.01%	281
2023 Q1	$1.59K	Hold	408	–	–	﹤0.01%	278
2022 Q4	$1.55K	Hold	408	–	–	﹤0.01%	256
2022 Q3	$1K	Hold	408	–	–	﹤0.01%	303
2022 Q2	$1K	Hold	408	–	–	﹤0.01%	275
2022 Q1	$2K	Hold	408	–	–	﹤0.01%	383
2021 Q4	$3K	Hold	408	–	–	﹤0.01%	304
2021 Q3	$3K	Hold	408	–	–	﹤0.01%	274
2021 Q2	$4K	Hold	408	–	–	﹤0.01%	263
2021 Q1	$3K	Hold	408	–	–	﹤0.01%	249
2020 Q4	$3K	Hold	408	–	–	﹤0.01%	282
2020 Q3	$2K	Hold	408	–	–	﹤0.01%	200
2020 Q2	$1K	Hold	408	–	–	﹤0.01%	172
2020 Q1	$1K	Hold	408	–	–	﹤0.01%	231
2019 Q4	$2K	Hold	408	–	–	﹤0.01%	244
2019 Q3	$2K	Hold	408	–	–	﹤0.01%	211
2019 Q2	$2K	Hold	408	–	–	﹤0.01%	221
2019 Q1	$3K	Hold	408	–	–	﹤0.01%	243
2018 Q4	$2K	Hold	408	–	–	﹤0.01%	239
2018 Q3	$3K	Hold	408	–	–	﹤0.01%	244
2018 Q2	$3K	Hold	408	–	–	﹤0.01%	240
2018 Q1	$4K	Hold	408	–	–	﹤0.01%	231
2017 Q4	$5K	Buy	+408	New	+$4.81K	﹤0.01%	262

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

Providence Capital Advisors's PBI Position: Q2 2026 in Review

Providence Capital Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 408 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Providence Capital Advisors previously reported a position in PBI as recently as Q3 2024.

Providence Capital Advisors first reported a position in PBI in Q4 2017 and has held it in 29 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Providence Capital Advisors held 408 shares of Pitney Bowes worth $7.15K as of Q2 2026.
Pitney Bowes was a new Providence Capital Advisors position in Q2 2026.
Pitney Bowes made up ﹤0.01% of Providence Capital Advisors's portfolio in Q2 2026, its #300 holding.
Providence Capital Advisors first reported a position in Pitney Bowes in Q4 2017 and has held it in 29 quarters since.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Providence Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.