C.M. Bidwell & Associates’s Pitney Bowes PBI Stock Holding History

C.M. Bidwell & Associates’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	-599	Closed	-$6.83K	–	517
2025 Q3	$6.83K	Buy	599 +14	+2%	+$163	﹤0.01%	304
2025 Q2	$6.38K	Buy	585 +46	+9%	+$433	﹤0.01%	303
2025 Q1	$4.88K	Buy	+539	New	+$4.88K	﹤0.01%	310
2015 Q4	–	Sell	-198,460	Closed	-$3.94M	–	269
2015 Q3	$3.94M	Hold	198,460	–	–	0.97%	43
2015 Q2	$4.13M	Hold	198,460	–	–	0.92%	47
2015 Q1	$4.63M	Buy	+198,460	New	+$4.62M	1.02%	39
2014 Q1	–	Sell	-14,640	Closed	-$341K	–	252
2013 Q4	$341K	Sell	14,640 -1,270	-8%	-$27.3K	0.08%	109
2013 Q3	$289K	Sell	15,910 -300	-2%	-$4.92K	0.08%	114
2013 Q2	$238K	Buy	+16,210	New	+$239K	0.07%	105

Other funds holding PBI

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

C.M. Bidwell & Associates's PBI Position: Q4 2025 in Review

C.M. Bidwell & Associates sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 599 shares — an estimated $6.83K sold.

C.M. Bidwell & Associates first reported a position in PBI in Q2 2013 and held it in 9 quarters. The position peaked at $4.63M in Q1 2015. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

C.M. Bidwell & Associates reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 599 Pitney Bowes shares in Q4 2025, an estimated $6.83K.
C.M. Bidwell & Associates first reported a position in Pitney Bowes in Q2 2013 and held it in 9 quarters.
C.M. Bidwell & Associates's Pitney Bowes position peaked at $4.63M in Q1 2015.
326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2025, filed 13 Feb 2026.