Silver Lake Advisory, LLC PBI PITNEY BOWES INC

Ownership history in Silver Lake Advisory, LLC  ·  19 quarters on record

AI Ownership Summary

Silver Lake Advisory, LLC reported PITNEY BOWES INC (PBI) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2025 Q2. The latest visible filing shows PBI at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silver Lake Advisory, LLC's position in PITNEY BOWES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBI was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Silver Lake Advisory, LLC held PBI — position size vs. price
% of Fund (quarterly)    PBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 76,928 +624 +0.8% 0.34% $850K 2026-04-27 $15.74
2025 Q4 ADDED 76,304 +691 +0.9% 0.31% $807K 2026-01-09 $10.51
2025 Q3 ADDED 75,613 +482 +0.6% 0.34% $863K 2025-10-15 $11.05
2025 Q2 ADDED 75,131 +503 +0.7% 0.35% $820K 2025-07-22 $12.47
2025 Q1 REDUCED 74,628 -1,976 -2.6% 0.29% $675K 2025-04-23 $8.04
2024 Q4 ADDED 76,604 +492 +0.6% 0.24% $555K 2025-01-21 $7.15
2024 Q3 REDUCED 76,112 -205 -0.3% 0.22% $543K 2024-11-12 $7.32
2024 Q1 ADDED 76,317 +311 +0.4% 0.15% $330K 2024-04-23 $3.95
2023 Q4 ADDED 76,006 +409 +0.5% 0.19% $334K 2024-02-06 $3.65
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Silver Lake Advisory, LLC and PBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silver Lake Advisory, LLC reported owning PBI?

Silver Lake Advisory, LLC reported PBI across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PBI position in Silver Lake Advisory, LLC's portfolio?

The largest reported portfolio weight for PBI was 0.35% in 2025 Q2.

What is the latest reported PBI position on this page?

The most recent filing on this page is 2026 Q1, when Silver Lake Advisory, LLC reported 76,928 shares, equal to 0.34% of portfolio, with an estimated market value of $850K.

What does the chart on this PBI ownership page compare?

The chart compares Silver Lake Advisory, LLC's quarterly PBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Silver Lake Advisory, LLC time their PBI position?

Based on 13F filing dates vs. subsequent PBI price moves, Silver Lake Advisory, LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on PBI relative to SPY over the holding period was +8.2%.

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