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BOK Financial’s Pitney Bowes PBI Stock Holding History

BOK Financial’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
2024
Q4 		– Sell
-2,000
Closed -$13.6K – 1417
2024
Q3 		$13.6K Hold
2,000
– – ﹤0.01% 964
2024
Q2 		$10.2K Sell
2,000
-330
-14% -$1.58K ﹤0.01% 947
2024
Q1 		$9.86K Sell
2,330
-181
-7% -$747 ﹤0.01% 954
2023
Q4 		$11K Buy
2,511
+181
+8% +$702 ﹤0.01% 937
2023
Q3 		$7.53K Buy
2,330
+330
+17% +$1.13K ﹤0.01% 923
2023
Q2 		$7.08K Hold
2,000
– – ﹤0.01% 943
2023
Q1 		$7.78K Buy
+2,000
New +$8.4K ﹤0.01% 1016
2017
Q4 		– Sell
-32,471
Closed -$455K – 1062
2017
Q3 		$455K Sell
32,471
-1,077
-3% -$14.8K 0.01% 683
2017
Q2 		$507K Sell
33,548
-45,260
-57% -$661K 0.02% 628
2017
Q1 		$1.03M Buy
78,808
+20,967
+36% +$296K 0.03% 483
2016
Q4 		$878K Sell
57,841
-406
-0.7% -$6.46K 0.03% 493
2016
Q3 		$1.06M Sell
58,247
-28,424
-33% -$522K 0.04% 466
2016
Q2 		$1.54M Sell
86,671
-35,557
-29% -$685K 0.05% 352
2016
Q1 		$2.63M Sell
122,228
-8,900
-7% -$169K 0.1% 248
2015
Q4 		$2.71M Buy
131,128
+22,322
+21% +$462K 0.1% 245
2015
Q3 		$2.16M Buy
+108,806
New +$2.23M 0.08% 276
2014
Q4 		– Sell
-9,565
Closed -$239K – 760
2014
Q3 		$239K Buy
9,565
+1,225
+15% +$32.8K 0.01% 766
2014
Q2 		$231K Buy
8,340
+238
+3% +$6.34K 0.01% 845
2014
Q1 		$210K Buy
+8,102
New +$200K 0.01% 835
2013
Q3 		– Sell
-43,613
Closed -$640K – 842
2013
Q2 		$640K Buy
+43,613
New +$644K 0.02% 481

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

BOK Financial's PBI Position: Q4 2024 in Review

BOK Financial sold out of Pitney Bowes (PBI) in Q4 2024, closing a stake of 2,000 shares — an estimated $13.6K sold.

BOK Financial first reported a position in PBI in Q2 2013 and held it in 20 quarters. The position peaked at $2.71M in Q4 2015. 284 funds tracked by Wall St. Rank hold PBI as of Q4 2024.

  • BOK Financial reported no remaining Pitney Bowes position as of Q4 2024 after selling out during the quarter.
  • BOK Financial sold 2,000 Pitney Bowes shares in Q4 2024, an estimated $13.6K.
  • BOK Financial first reported a position in Pitney Bowes in Q2 2013 and held it in 20 quarters.
  • BOK Financial's Pitney Bowes position peaked at $2.71M in Q4 2015.
  • 284 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.