VestGen Advisors’s Pitney Bowes PBI Stock Holding History

VestGen 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	$288K	Buy	16,415 +1,751	+12%	+$26.8K	0.01%	861
2026 Q1	$225K	Buy	+14,664	New	+$154K	0.01%	962

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

VestGen Advisors's PBI Position: Q2 2026 in Review

VestGen Advisors increased its Pitney Bowes (PBI) stake by 12% in Q2 2026, buying an estimated $26.8K and bringing the position to 16,415 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #861.

VestGen Advisors first reported a position in PBI in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

VestGen Advisors held 16,415 shares of Pitney Bowes worth $288K as of Q2 2026.
VestGen Advisors bought 1,751 Pitney Bowes shares in Q2 2026, an estimated $26.8K.
Pitney Bowes made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #861 holding.
VestGen Advisors first reported a position in Pitney Bowes in Q1 2026 and has held it in 2 quarters since.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.