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Rothschild Investment LLC’s Pitney Bowes PBI Stock Holding History

Rothschild Investment LLC’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 		$7.03K Hold
401
– – ﹤0.01% 2087
2026
Q1 		$4.43K Buy
401
+98
+32% +$1.03K ﹤0.01% 2118
2025
Q4 		$3.2K Sell
303
-12
-4% -$124 ﹤0.01% 2125
2025
Q3 		$3.59K Sell
315
-90
-22% -$1.05K ﹤0.01% 1868
2025
Q2 		$4.42K Buy
405
+110
+37% +$1.03K ﹤0.01% 1576
2025
Q1 		$2.67K Buy
295
+80
+37% +$725 ﹤0.01% 1727
2024
Q4 		$1.56K Buy
215
+15
+8% +$111 ﹤0.01% 1949
2024
Q3 		$1.43K Buy
200
+115
+135% +$776 ﹤0.01% 1916
2024
Q2 		$432 Buy
85
+55
+183% +$263 ﹤0.01% 2108
2024
Q1 		$130 Buy
+30
New +$124 ﹤0.01% 2036
2023
Q2 		– Sell
-37,265
Closed -$145K – 505
2023
Q1 		$145K Sell
37,265
-6,000
-14% -$25.2K 0.01% 451
2022
Q4 		$164K Sell
43,265
-16,000
-27% -$53.9K 0.02% 446
2022
Q3 		$138K Sell
59,265
-39,450
-40% -$127K 0.01% 442
2022
Q2 		$357K Hold
98,715
– – 0.03% 347
2022
Q1 		$513K Buy
98,715
+1,500
+2% +$8.13K 0.04% 319
2021
Q4 		$645K Sell
97,215
-1,000
-1% -$7.09K 0.05% 291
2021
Q3 		$708K Hold
98,215
– – 0.06% 256
2021
Q2 		$861K Buy
98,215
+746
+0.8% +$6.22K 0.07% 242
2021
Q1 		$803K Sell
97,469
-1,000
-1% -$8.57K 0.07% 241
2020
Q4 		$607K Sell
98,469
-800
-0.8% -$4.8K 0.06% 261
2020
Q3 		$527K Sell
99,269
-3,000
-3% -$13.8K 0.06% 258
2020
Q2 		$266K Sell
102,269
-1,500
-1% -$3.75K 0.03% 337
2020
Q1 		$212K Buy
103,769
+31,500
+44% +$108K 0.03% 361
2019
Q4 		$291K Buy
72,269
+40
+0.1% +$183 0.03% 364
2019
Q3 		$330K Sell
72,229
-3,700
-5% -$14.8K 0.04% 301
2019
Q2 		$325K Buy
75,929
+200
+0.3% +$1.07K 0.04% 301
2019
Q1 		$520K Sell
75,729
-900
-1% -$6.22K 0.06% 246
2018
Q4 		$453K Buy
76,629
+28,000
+58% +$202K 0.06% 245
2018
Q3 		$344K Buy
48,629
+3,250
+7% +$26.2K 0.04% 282
2018
Q2 		$389K Buy
45,379
+9,350
+26% +$90.2K 0.05% 266
2018
Q1 		$392K Hold
36,029
– – 0.05% 266
2017
Q4 		$403K Sell
36,029
-3,300
-8% -$38.9K 0.04% 297
2017
Q3 		$551K Sell
39,329
-4,050
-9% -$55.6K 0.06% 262
2017
Q2 		$655K Buy
43,379
+2,350
+6% +$34.3K 0.07% 247
2017
Q1 		$538K Buy
41,029
+1,000
+2% +$14.1K 0.06% 270
2016
Q4 		$608K Buy
40,029
+1,200
+3% +$19.1K 0.07% 232
2016
Q3 		$705K Sell
38,829
-100
-0.3% -$1.83K 0.09% 219
2016
Q2 		$693K Sell
38,929
-800
-2% -$15.4K 0.09% 214
2016
Q1 		$856K Sell
39,729
-496
-1% -$9.42K 0.11% 201
2015
Q4 		$831K Buy
40,225
+2,425
+6% +$50.2K 0.11% 204
2015
Q3 		$750K Sell
37,800
-200
-0.5% -$4.1K 0.1% 214
2015
Q2 		$791K Sell
38,000
-800
-2% -$18K 0.09% 231
2015
Q1 		$905K Buy
38,800
+2,200
+6% +$51.2K 0.11% 201
2014
Q4 		$892K Buy
36,600
+2,500
+7% +$61.1K 0.11% 202
2014
Q3 		$852K Sell
34,100
-300
-0.9% -$8.02K 0.1% 205
2014
Q2 		$950K Sell
34,400
-100
-0.3% -$2.66K 0.12% 174
2014
Q1 		$897K Sell
34,500
-1,500
-4% -$37K 0.12% 175
2013
Q4 		$839K Sell
36,000
-2,000
-5% -$43K 0.11% 185
2013
Q3 		$691K Hold
38,000
– – 0.1% 200
2013
Q2 		$558K Buy
+38,000
New +$561K 0.09% 214

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
EWM
Evergreen Wealth Management Williamston, Michigan $213M AUM 16.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Rothschild Investment LLC's PBI Position: Q2 2026 in Review

Rothschild Investment LLC held its Pitney Bowes (PBI) position steady in Q2 2026 at 401 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Rothschild Investment LLC first reported a position in PBI in Q2 2013 and has held it in 50 quarters since. The position peaked at $950K in Q2 2014. 141 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Rothschild Investment LLC held 401 shares of Pitney Bowes worth $7.03K as of Q2 2026.
  • Rothschild Investment LLC left its Pitney Bowes share count unchanged in Q2 2026.
  • Pitney Bowes made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2087 holding.
  • Rothschild Investment LLC first reported a position in Pitney Bowes in Q2 2013 and has held it in 50 quarters since.
  • Rothschild Investment LLC's Pitney Bowes position peaked at $950K in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.