Root Financial Partners’s Pitney Bowes PBI Stock Holding History

Root Financial Partners’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	–	Sell	-248	Closed	-$2.74K	–	2360
2026 Q1	$2.74K	Buy	+248	New	+$2.6K	﹤0.01%	2184

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 $3.37T AUM 44.26% 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

Root Financial Partners's PBI Position: Q2 2026 in Review

Root Financial Partners sold out of Pitney Bowes (PBI) in Q2 2026, closing a stake of 248 shares — an estimated $2.74K sold.

Root Financial Partners first reported a position in PBI in Q1 2026 and held it in 1 quarter. The position peaked at $2.74K in Q1 2026. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Root Financial Partners reported no remaining Pitney Bowes position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 248 Pitney Bowes shares in Q2 2026, an estimated $2.74K.
Root Financial Partners first reported a position in Pitney Bowes in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Pitney Bowes position peaked at $2.74K in Q1 2026.
350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.