Root Financial Partners
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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
Q3 		$4.05K Buy
+248
New +$4.28K ﹤0.01% 2302
2026
Q2 		– Sell
-248
Closed -$2.74K – 2360
2026
Q1 		$2.74K Buy
+248
New +$2.6K ﹤0.01% 2184

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Permit Capital
Permit Capital West Conshohocken, Pennsylvania $347M AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $668M AUM 8.93% 1-Year Est. Return

Root Financial Partners's PBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pitney Bowes (PBI) in Q3 2026: 248 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #2302 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PBI as recently as Q1 2026.

Root Financial Partners first reported a position in PBI in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Root Financial Partners held 248 shares of Pitney Bowes worth $4.05K as of Q3 2026.
  • Pitney Bowes was a new Root Financial Partners position in Q3 2026.
  • Pitney Bowes made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2302 holding.
  • Root Financial Partners first reported a position in Pitney Bowes in Q1 2026 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.