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Ameritas Advisory Services’s Pitney Bowes PBI Stock Holding History

Ameritas Advisory Services’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
-296
Closed -$3.38K – 1765
2025
Q3 		$3.38K Hold
296
– – ﹤0.01% 1910
2025
Q2 		$3.23K Buy
+296
New +$2.79K ﹤0.01% 2375
2023
Q2 		– Sell
-296
Closed -$1.15K – 1945
2023
Q1 		$1.15K Buy
+296
New +$1.24K ﹤0.01% 2522

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CM
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

Ameritas Advisory Services's PBI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 296 shares — an estimated $3.38K sold.

Ameritas Advisory Services first reported a position in PBI in Q1 2023 and held it in 3 quarters. The position peaked at $3.38K in Q3 2025. 324 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 296 Pitney Bowes shares in Q4 2025, an estimated $3.38K.
  • Ameritas Advisory Services first reported a position in Pitney Bowes in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Pitney Bowes position peaked at $3.38K in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.