Advisory Research’s Pitney Bowes PBI Stock Holding History

Advisory Research’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
2025 Q4	–	Sell	-272,687	Closed	-$3.11M	–	156
2025 Q3	$3.11M	Hold	272,687	–	–	0.41%	52
2025 Q2	$2.98M	Sell	272,687 -15,989	-6%	-$150K	0.46%	48
2025 Q1	$2.61M	Sell	288,676 -184	-0.1%	-$1.67K	0.46%	52
2024 Q4	$2.09M	Buy	288,860 +860	+0.3%	+$6.39K	0.35%	60
2024 Q3	$2.05M	Buy	288,000 +55,390	+24%	+$374K	0.36%	63
2024 Q2	$1.18M	Buy	232,610 +255	+0.1%	+$1.22K	0.22%	96
2024 Q1	$1.01M	Buy	232,355 +143,116	+160%	+$590K	0.2%	99
2023 Q4	$393K	Buy	+89,239	New	+$346K	0.06%	270
2023 Q2	–	Sell	-36,437	Closed	-$142K	–	473
2023 Q1	$142K	Sell	36,437 -28,054	-44%	-$118K	0.02%	332
2022 Q4	$245K	Buy	+64,491	New	+$217K	0.02%	320
2021 Q2	–	Sell	-206,973	Closed	-$1.71M	–	374
2021 Q1	$1.71M	Buy	+206,973	New	+$1.77M	0.12%	143
2014 Q2	–	Sell	-2,719	Closed	-$71K	–	580
2014 Q1	$71K	Buy	+2,719	New	+$67.1K	﹤0.01%	463

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return