SOA Wealth Advisors’s Pitney Bowes PBI Stock Holding History

SOA Wealth Advisors’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	$1.68K	Buy	+96	New	+$1.47K	﹤0.01%	778
2023 Q3	–	Sell	-3,231	Closed	-$11.4K	–	955
2023 Q2	$11.4K	Hold	3,231	–	–	﹤0.01%	515
2023 Q1	$12.6K	Hold	3,231	–	–	﹤0.01%	502
2022 Q4	$12.3K	Hold	3,231	–	–	﹤0.01%	493
2022 Q3	$7K	Hold	3,231	–	–	﹤0.01%	561
2022 Q2	$11K	Hold	3,231	–	–	﹤0.01%	485
2022 Q1	$16K	Hold	3,231	–	–	﹤0.01%	504
2021 Q4	$21K	Hold	3,231	–	–	0.01%	440
2021 Q3	$23K	Hold	3,231	–	–	0.01%	431
2021 Q2	$28K	Hold	3,231	–	–	0.01%	402
2021 Q1	$26K	Hold	3,231	–	–	0.01%	356
2020 Q4	$29K	Buy	+3,231	New	+$19.4K	0.01%	339

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

SOA Wealth Advisors's PBI Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Pitney Bowes (PBI) in Q2 2026: 96 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in PBI as recently as Q2 2023.

SOA Wealth Advisors first reported a position in PBI in Q4 2020 and has held it in 12 quarters since. The position peaked at $29K in Q4 2020. 351 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

SOA Wealth Advisors held 96 shares of Pitney Bowes worth $1.68K as of Q2 2026.
Pitney Bowes was a new SOA Wealth Advisors position in Q2 2026.
Pitney Bowes made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #778 holding.
SOA Wealth Advisors first reported a position in Pitney Bowes in Q4 2020 and has held it in 12 quarters since.
SOA Wealth Advisors's Pitney Bowes position peaked at $29K in Q4 2020.
351 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.