Caldwell Sutter Capital’s Pitney Bowes PBI Stock Holding History

Caldwell Sutter Capital’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
2026 Q2	$8.76K	Hold	500	–	–	﹤0.01%	629
2026 Q1	$5.53K	Hold	500	–	–	﹤0.01%	630
2025 Q4	$5.29K	Hold	500	–	–	﹤0.01%	625
2025 Q3	$5.71K	Hold	500	–	–	﹤0.01%	616
2025 Q2	$5.46K	Hold	500	–	–	﹤0.01%	604
2025 Q1	$4.53K	Hold	500	–	–	﹤0.01%	638
2024 Q4	$3.62K	Hold	500	–	–	﹤0.01%	678
2024 Q3	$3.56K	Sell	500 -250	-33%	-$1.69K	﹤0.01%	689
2024 Q2	$3.81K	Hold	750	–	–	﹤0.01%	668
2024 Q1	$3.25K	Hold	750	–	–	﹤0.01%	687
2023 Q4	$3.3K	Hold	750	–	–	﹤0.01%	687
2023 Q3	$2.27K	Hold	750	–	–	﹤0.01%	713
2023 Q2	$2.65K	Sell	750 -1,000	-57%	-$3.46K	﹤0.01%	697
2023 Q1	$6.81K	Sell	1,750 -1,000	-36%	-$4.2K	0.01%	426
2022 Q4	$10.4K	Buy	+2,750	New	+$9.27K	0.01%	253

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 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

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return

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

Caldwell Sutter Capital's PBI Position: Q2 2026 in Review

Caldwell Sutter Capital held its Pitney Bowes (PBI) position steady in Q2 2026 at 500 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Caldwell Sutter Capital first reported a position in PBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4K in Q4 2022. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

Caldwell Sutter Capital held 500 shares of Pitney Bowes worth $8.76K as of Q2 2026.
Caldwell Sutter Capital left its Pitney Bowes share count unchanged in Q2 2026.
Pitney Bowes made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #629 holding.
Caldwell Sutter Capital first reported a position in Pitney Bowes in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Pitney Bowes position peaked at $10.4K in Q4 2022.
348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.