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Stratos Wealth Partners’s Pitney Bowes PBI Stock Holding History

Stratos Wealth 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
Q1 		– Sell
-12,123
Closed -$128K – 1679
2025
Q4 		$128K Buy
12,123
+130
+1% +$1.35K ﹤0.01% 1545
2025
Q3 		$137K Buy
11,993
+1,799
+18% +$21K ﹤0.01% 1504
2025
Q2 		$111K Sell
10,194
-391
-4% -$3.68K ﹤0.01% 1380
2025
Q1 		$95.8K Buy
10,585
+331
+3% +$3K ﹤0.01% 1321
2024
Q4 		$74.2K Sell
10,254
-366
-3% -$2.72K ﹤0.01% 1411
2024
Q3 		$75.7K Buy
+10,620
New +$71.6K ﹤0.01% 1400
2018
Q4 		– Sell
-7,334
Closed -$52K – 2000
2018
Q3 		$52K Buy
+7,334
New +$59.2K ﹤0.01% 1439
2018
Q2 		– Sell
-472,105
Closed -$5.14M – 2101
2018
Q1 		$5.14M Buy
472,105
+9,992
+2% +$124K 0.22% 103
2017
Q4 		$5.17M Buy
462,113
+283,187
+158% +$3.34M 0.23% 92
2017
Q3 		$2.51M Sell
178,926
-4,372
-2% -$60K 0.12% 181
2017
Q2 		$2.77M Sell
183,298
-1,575
-0.9% -$23K 0.14% 147
2017
Q1 		$2.42M Buy
184,873
+6,745
+4% +$95.3K 0.14% 150
2016
Q4 		$2.71M Buy
+178,128
New +$2.84M 0.17% 129
2015
Q2 		– Sell
-11,492
Closed -$267K – 592
2015
Q1 		$267K Buy
+11,492
New +$267K 0.03% 462

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

Stratos Wealth Partners's PBI Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Pitney Bowes (PBI) in Q1 2026, closing a stake of 12,123 shares — an estimated $128K sold.

Stratos Wealth Partners first reported a position in PBI in Q1 2015 and held it in 14 quarters. The position peaked at $5.17M in Q4 2017. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Pitney Bowes position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,123 Pitney Bowes shares in Q1 2026, an estimated $128K.
  • Stratos Wealth Partners first reported a position in Pitney Bowes in Q1 2015 and held it in 14 quarters.
  • Stratos Wealth Partners's Pitney Bowes position peaked at $5.17M in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.