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Annis Gardner Whiting Capital Advisors’s Pitney Bowes PBI Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-90
Closed -$1.03K – 1322
2025
Q3 		$1.03K Hold
90
– – ﹤0.01% 980
2025
Q2 		$982 Buy
+90
New +$847 ﹤0.01% 1082

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's PBI Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 90 shares — an estimated $1.03K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PBI in Q2 2025 and held it in 2 quarters. The position peaked at $1.03K in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 90 Pitney Bowes shares in Q4 2025, an estimated $1.03K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Pitney Bowes in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Pitney Bowes position peaked at $1.03K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.