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Steward Partners Investment Advisory’s Pitney Bowes PBI Stock Holding History

Steward Partners Investment Advisory’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 		$271K Buy
24,541
+44
+0.2% +$462 ﹤0.01% 1852
2025
Q4 		$259K Sell
24,497
-455
-2% -$4.72K ﹤0.01% 1791
2025
Q3 		$285K Buy
24,952
+338
+1% +$3.94K ﹤0.01% 1681
2025
Q2 		$269K Buy
24,614
+35
+0.1% +$329 ﹤0.01% 1606
2025
Q1 		$222K Sell
24,579
-220
-0.9% -$1.99K ﹤0.01% 1593
2024
Q4 		$180K Buy
24,799
+34
+0.1% +$253 ﹤0.01% 1676
2024
Q3 		$177K Sell
24,765
-31,962
-56% -$216K ﹤0.01% 1588
2024
Q2 		$288K Buy
56,727
+4,478
+9% +$21.4K ﹤0.01% 1290
2024
Q1 		$226K Buy
52,249
+8,716
+20% +$36K ﹤0.01% 1382
2023
Q4 		$192K Buy
43,533
+10,000
+30% +$38.8K ﹤0.01% 1397
2023
Q3 		$101K Buy
33,533
+5,450
+19% +$18.7K ﹤0.01% 1562
2023
Q2 		$99.4K Buy
28,083
+4,000
+17% +$13.9K ﹤0.01% 1592
2023
Q1 		$93.7K Sell
24,083
-60
-0.2% -$252 ﹤0.01% 1615
2022
Q4 		$91.7K Hold
24,143
– – ﹤0.01% 1593
2022
Q3 		$56K Hold
24,143
– – ﹤0.01% 1730
2022
Q2 		$87K Sell
24,143
-24,092
-50% -$110K ﹤0.01% 1553
2022
Q1 		$251K Hold
48,235
– – ﹤0.01% 1205
2021
Q4 		$320K Hold
48,235
– – ﹤0.01% 1115
2021
Q3 		$348K Hold
48,235
– – 0.01% 1045
2021
Q2 		$423K Hold
48,235
– – 0.01% 1002
2021
Q1 		$397K Buy
48,235
+19,085
+65% +$164K 0.01% 975
2020
Q4 		$180K Sell
29,150
-225
-0.8% -$1.35K ﹤0.01% 1119
2020
Q3 		$156K Sell
29,375
-950
-3% -$4.38K ﹤0.01% 1046
2020
Q2 		$79K Hold
30,325
– – ﹤0.01% 1240
2020
Q1 		$61K Buy
30,325
+1,700
+6% +$5.83K ﹤0.01% 1192
2019
Q4 		$115K Sell
28,625
-1,590
-5% -$7.29K ﹤0.01% 1078
2019
Q3 		$138K Buy
30,215
+2,925
+11% +$11.7K ﹤0.01% 965
2019
Q2 		$116K Buy
27,290
+35
+0.1% +$188 ﹤0.01% 998
2019
Q1 		$187K Buy
27,255
+4,000
+17% +$27.7K 0.01% 748
2018
Q4 		$137K Sell
23,255
-6,607
-22% -$47.6K 0.01% 730
2018
Q3 		$211K Buy
29,862
+1,142
+4% +$9.22K 0.01% 703
2018
Q2 		$246K Buy
28,720
+1,000
+4% +$9.65K 0.01% 611
2018
Q1 		$301K Sell
27,720
-210
-0.8% -$2.6K 0.02% 536
2017
Q4 		$312K Sell
27,930
-5,435
-16% -$64K 0.02% 439
2017
Q3 		$467K Hold
33,365
– – 0.05% 308
2017
Q2 		$503K Buy
33,365
+8,757
+36% +$128K 0.06% 271
2017
Q1 		$322K Buy
24,608
+9,954
+68% +$141K 0.05% 263
2016
Q4 		$222K Buy
+14,654
New +$233K 0.1% 171

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

Steward Partners Investment Advisory's PBI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Pitney Bowes (PBI) stake by 0.18% in Q1 2026, buying an estimated $462 and bringing the position to 24,541 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Steward Partners Investment Advisory first reported a position in PBI in Q4 2016 and has held it in 38 quarters since. The position peaked at $503K in Q2 2017. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Steward Partners Investment Advisory held 24,541 shares of Pitney Bowes worth $271K as of Q1 2026.
  • Steward Partners Investment Advisory bought 44 Pitney Bowes shares in Q1 2026, an estimated $462.
  • Pitney Bowes made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1852 holding.
  • Steward Partners Investment Advisory first reported a position in Pitney Bowes in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Pitney Bowes position peaked at $503K in Q2 2017.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.