Raymond James Financial
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Raymond James Financial’s Pitney Bowes PBI Stock Holding History

Raymond James 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 		$603K Sell
54,593
-78,443
-59% -$823K ﹤0.01% 4225
2025
Q4 		$1.41M Sell
133,036
-36,678
-22% -$380K ﹤0.01% 3549
2025
Q3 		$1.94M Buy
169,714
+27,047
+19% +$315K ﹤0.01% 3200
2025
Q2 		$1.56M Sell
142,667
-17,734
-11% -$167K ﹤0.01% 3280
2025
Q1 		$1.45M Buy
160,401
+12,953
+9% +$117K ﹤0.01% 3217
2024
Q4 		$1.07M Buy
+147,448
New +$1.1M ﹤0.01% 3412

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

Raymond James Financial's PBI Position: Q1 2026 in Review

Raymond James Financial reduced its Pitney Bowes (PBI) stake by 59% in Q1 2026, selling an estimated $823K and leaving 54,593 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

Raymond James Financial first reported a position in PBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q3 2025. 319 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Raymond James Financial held 54,593 shares of Pitney Bowes worth $603K as of Q1 2026.
  • Raymond James Financial sold 78,443 Pitney Bowes shares in Q1 2026, an estimated $823K.
  • Pitney Bowes made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4225 holding.
  • Raymond James Financial first reported a position in Pitney Bowes in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Pitney Bowes position peaked at $1.94M in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.