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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Advisory Research's PBI Position: Q4 2025 in Review

Advisory Research sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 272,687 shares — an estimated $3.11M sold.

Advisory Research first reported a position in PBI in Q1 2014 and held it in 12 quarters. The position peaked at $3.11M in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Advisory Research reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Advisory Research sold 272,687 Pitney Bowes shares in Q4 2025, an estimated $3.11M.
  • Advisory Research first reported a position in Pitney Bowes in Q1 2014 and held it in 12 quarters.
  • Advisory Research's Pitney Bowes position peaked at $3.11M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Advisory Research's 13F filing for Q4 2025, filed 13 Feb 2026.