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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
Q1 		$2.74K Buy
+248
New +$2.6K ﹤0.01% 2184

Other funds holding PBI

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HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $585M AUM 5.18% 1-Year Est. Return

Root Financial Partners's PBI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Pitney Bowes (PBI) in Q1 2026: 248 shares worth $2.74K. The stake represents ﹤0.01% of the portfolio and ranks #2184 among its holdings.

318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Root Financial Partners held 248 shares of Pitney Bowes worth $2.74K as of Q1 2026.
  • Pitney Bowes was a new Root Financial Partners position in Q1 2026.
  • Pitney Bowes made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2184 holding.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.