PBI · Pitney Bowes Inc /De/ · Held by Funds
$16.56
-0.25 (-1.49%)
At close · Oct 6
Return incl. dividend (before tax)
Market Cap
$2.25B
Shares
137.09M
Volume · Oct 6
1.24M
Avg daily vol (3M)
1.71M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding PBI
292 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 5,927,512 | $103,850,010 | 0.09% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 3,873,367 | $67,861,390 | 0.00% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 2,793,633 | $48,944,450 | 0.03% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 2,299,446 | $40,286,294 | 0.05% | Long | 2026-06-30 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 1,770,896 | $31,026,098 | 0.05% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 1,595,476 | $27,968,694 | 0.08% | Long | 2026-07-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 1,429,156 | $25,038,813 | 0.03% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 1,145,977 | $20,077,517 | 0.12% | Long | 2026-06-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 962,940 | $16,870,709 | 0.15% | Long | 2026-06-30 | |
| Pacer US Small Cap Cash Cows 100 ETF | CALF | 776,910 | $13,619,232 | 0.37% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 829,002 | $13,346,932 | 0.08% | Long | 2026-05-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 767,102 | $12,350,342 | 0.03% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 709,786 | $11,427,555 | 0.05% | Long | 2026-05-31 | |
| Nuveen Quant Small Cap Equity Fund | — | 624,710 | $10,951,166 | 0.27% | Long | 2026-07-31 | |
| Hennessy Cornerstone Growth Fund | — | 594,900 | $10,428,597 | 2.15% | Long | 2026-07-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | DES | 587,834 | $10,298,852 | 0.47% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Value ETF | IJS | 568,003 | $9,951,413 | 0.12% | Long | 2026-06-30 | |
| iShares Russell 2000 Value ETF | IWN | 551,090 | $9,655,097 | 0.07% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 534,857 | $9,376,043 | 0.06% | Long | 2026-07-31 | |
| First Trust Small Cap Growth AlphaDEX Fund | FYC | 500,882 | $8,780,461 | 0.68% | Long | 2026-07-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 497,432 | $8,719,983 | 0.04% | Long | 2026-07-31 | |
| Invesco Dorsey Wright Industrials Momentum ETF | PRN | 494,384 | $8,666,552 | 2.04% | Long | 2026-07-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 512,203 | $8,246,468 | 0.14% | Long | 2026-05-31 | |
| Schwab Fundamental U.S. Small Company ETF | FNDA | 472,924 | $7,614,076 | 0.09% | Long | 2026-05-31 | |
| Victory Market Neutral Income Fund | — | 425,791 | $7,459,858 | 0.23% | Long | 2026-06-30 | |
| DWS Small Cap Core Fund | — | 400,000 | $7,008,000 | 0.60% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Growth ETF | IJT | 364,858 | $6,392,312 | 0.08% | Long | 2026-06-30 | |
| Schwab Small-Cap Index Fund | SWSSX | 354,672 | $6,217,400 | 0.08% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | SLYG | 340,117 | $5,958,850 | 0.11% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | SLYV | 340,075 | $5,958,114 | 0.12% | Long | 2026-06-30 | |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | 336,178 | $5,889,839 | 0.06% | Long | 2026-06-30 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 331,049 | $5,803,289 | 0.07% | Long | 2026-07-31 | |
| VANGUARD GROWTH AND INCOME FUND | — | 330,600 | $5,792,112 | 0.03% | Long | 2026-06-30 | |
| Federated Hermes MDT Small Cap Core Fund | — | 323,059 | $5,663,224 | 0.25% | Long | 2026-07-31 | |
| Nuveen Quant Small/Mid Cap Equity Fund | — | 314,100 | $5,506,173 | 0.21% | Long | 2026-07-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 311,358 | $5,454,992 | 0.00% | Long | 2026-06-30 | |
| Old Westbury Small & Mid Cap Strategies Fund | OWSMX | 309,716 | $5,429,321 | 0.06% | Long | 2026-07-31 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 300,000 | $5,256,000 | 0.12% | Long | 2026-06-30 | |
| American Beacon Small Cap Value Fund | — | 266,870 | $4,678,231 | 0.13% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 283,631 | $4,566,459 | 0.00% | Long | 2026-05-31 | |
| First Trust Small Cap Core AlphaDEX Fund | FYX | 248,954 | $4,364,164 | 0.32% | Long | 2026-07-31 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 249,300 | $4,013,730 | 0.00% | Long | 2026-05-31 | |
| Bridge Builder Small/Mid Cap Growth Fund | BBGSX | 227,066 | $3,978,196 | 0.04% | Long | 2026-06-30 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 218,586 | $3,831,813 | 0.01% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 224,895 | $3,620,810 | 0.00% | Long | 2026-05-31 | |
| Fidelity Small Cap Value Index Fund | FISVX | 203,879 | $3,571,960 | 0.16% | Long | 2026-06-30 | |
| Columbia Small Cap Index Fund | — | 220,996 | $3,558,036 | 0.14% | Long | 2026-05-31 | |
| VANGUARD EXPLORER FUND | — | 196,374 | $3,442,436 | 0.02% | Long | 2026-07-31 | |
| JNL Small Cap Index Fund | — | 195,486 | $3,424,915 | 0.12% | Long | 2026-06-30 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 194,308 | $3,406,219 | 0.12% | Long | 2026-07-31 |
Showing 1–50 of 292 positions