SPC
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Sigma Planning Corp’s Pitney Bowes PBI Stock Holding History

Sigma Planning Corp’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 		$649K Sell
58,759
-586
-1% -$6.15K 0.02% 740
2025
Q4 		$627K Sell
59,345
-1,014
-2% -$10.5K 0.02% 717
2025
Q3 		$689K Sell
60,359
-2,514
-4% -$29.3K 0.02% 682
2025
Q2 		$686K Sell
62,873
-17,816
-22% -$168K 0.02% 654
2025
Q1 		$730K Sell
80,689
-4,661
-5% -$42.2K 0.02% 595
2024
Q4 		$618K Sell
85,350
-1,143
-1% -$8.49K 0.02% 653
2024
Q3 		$617K Sell
86,493
-1,090
-1% -$7.35K 0.02% 665
2024
Q2 		$445K Buy
87,583
+565
+0.6% +$2.7K 0.01% 777
2024
Q1 		$377K Buy
87,018
+40,912
+89% +$169K 0.01% 873
2023
Q4 		$203K Sell
46,106
-48,303
-51% -$187K 0.02% 778
2023
Q3 		$285K Buy
94,409
+9,340
+11% +$32K 0.01% 941
2023
Q2 		$301K Buy
85,069
+3,110
+4% +$10.8K 0.01% 931
2023
Q1 		$319K Buy
81,959
+1,065
+1% +$4.47K 0.01% 979
2022
Q4 		$307K Sell
80,894
-4,456
-5% -$15K 0.01% 955
2022
Q3 		$199K Buy
85,350
+1,663
+2% +$5.34K 0.01% 1126
2022
Q2 		$303K Buy
83,687
+2,467
+3% +$11.2K 0.01% 982
2022
Q1 		$422K Buy
81,220
+7,188
+10% +$38.9K 0.01% 912
2021
Q4 		$491K Buy
74,032
+6,505
+10% +$46.1K 0.01% 865
2021
Q3 		$487K Buy
67,527
+2,098
+3% +$16.4K 0.01% 833
2021
Q2 		$574K Buy
65,429
+2,359
+4% +$19.7K 0.02% 774
2021
Q1 		$520K Buy
63,070
+2,749
+5% +$23.6K 0.02% 753
2020
Q4 		$372K Buy
60,321
+1,828
+3% +$11K 0.01% 796
2020
Q3 		$311K Sell
58,493
-13,949
-19% -$64.4K 0.01% 789
2020
Q2 		$188K Buy
72,442
+2,380
+3% +$5.94K 0.01% 945
2020
Q1 		$143K Buy
70,062
+10,421
+17% +$35.7K 0.01% 822
2019
Q4 		$240K Buy
59,641
+172
+0.3% +$788 0.01% 893
2019
Q3 		$272K Buy
59,469
+4,335
+8% +$17.4K 0.01% 809
2019
Q2 		$236K Buy
55,134
+7,100
+15% +$38.1K 0.01% 837
2019
Q1 		$330K Sell
48,034
-16,910
-26% -$117K 0.02% 640
2018
Q4 		$384K Buy
64,944
+23,441
+56% +$169K 0.03% 520
2018
Q3 		$294K Buy
41,503
+6,386
+18% +$51.6K 0.02% 699
2018
Q2 		$301K Sell
35,117
-2,034
-5% -$19.6K 0.02% 648
2018
Q1 		$405K Sell
37,151
-2,535
-6% -$31.4K 0.03% 498
2017
Q4 		$444K Sell
39,686
-358
-0.9% -$4.22K 0.03% 469
2017
Q3 		$561K Buy
40,044
+1,877
+5% +$25.8K 0.05% 390
2017
Q2 		$576K Sell
38,167
-34,997
-48% -$511K 0.05% 371
2017
Q1 		$959K Buy
73,164
+45,889
+168% +$648K 0.09% 243
2016
Q4 		$414K Sell
27,275
-942
-3% -$15K 0.05% 407
2016
Q3 		$512K Sell
28,217
-2,690
-9% -$49.4K 0.06% 333
2016
Q2 		$550K Buy
30,907
+10,046
+48% +$194K 0.07% 299
2016
Q1 		$449K Sell
20,861
-10,317
-33% -$196K 0.06% 341
2015
Q4 		$644K Sell
31,178
-731
-2% -$15.1K 0.09% 252
2015
Q3 		$633K Buy
31,909
+2,659
+9% +$54.6K 0.1% 237
2015
Q2 		$609K Buy
29,250
+2,196
+8% +$49.5K 0.08% 277
2015
Q1 		$631K Buy
27,054
+7,755
+40% +$181K 0.08% 289
2014
Q4 		$470K Buy
+19,299
New +$471K 0.06% 343

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Sigma Planning Corp's PBI Position: Q1 2026 in Review

Sigma Planning Corp reduced its Pitney Bowes (PBI) stake by 0.99% in Q1 2026, selling an estimated $6.15K and leaving 58,759 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #740.

Sigma Planning Corp first reported a position in PBI in Q4 2014 and has held it in 46 quarters since. The position peaked at $959K in Q1 2017. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Sigma Planning Corp held 58,759 shares of Pitney Bowes worth $649K as of Q1 2026.
  • Sigma Planning Corp sold 586 Pitney Bowes shares in Q1 2026, an estimated $6.15K.
  • Pitney Bowes made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #740 holding.
  • Sigma Planning Corp first reported a position in Pitney Bowes in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Pitney Bowes position peaked at $959K in Q1 2017.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.