Capital Advisors Ltd’s Pitney Bowes PBI Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-800	Closed	-$7K	–	1559
2025 Q1	$7K	Hold	800	–	–	﹤0.01%	859
2024 Q4	$6K	Hold	800	–	–	﹤0.01%	917
2024 Q3	$6K	Hold	800	–	–	﹤0.01%	892
2024 Q2	$4K	Hold	800	–	–	﹤0.01%	949
2024 Q1	$3K	Hold	800	–	–	﹤0.01%	990
2023 Q4	$4K	Hold	800	–	–	﹤0.01%	904
2023 Q3	$2K	Hold	800	–	–	﹤0.01%	1027
2023 Q2	$3K	Hold	800	–	–	﹤0.01%	950
2023 Q1	$3K	Hold	800	–	–	﹤0.01%	826
2022 Q4	$3K	Hold	800	–	–	﹤0.01%	786
2022 Q3	$2K	Hold	800	–	–	﹤0.01%	884
2022 Q2	$3K	Hold	800	–	–	﹤0.01%	631
2022 Q1	$4K	Hold	800	–	–	﹤0.01%	597
2021 Q4	$5K	Hold	800	–	–	﹤0.01%	573
2021 Q3	$6K	Hold	800	–	–	﹤0.01%	461
2021 Q2	$7K	Hold	800	–	–	﹤0.01%	434
2021 Q1	$7K	Hold	800	–	–	﹤0.01%	429
2020 Q4	$5K	Hold	800	–	–	﹤0.01%	421
2020 Q3	$4K	Hold	800	–	–	﹤0.01%	425
2020 Q2	$2K	Hold	800	–	–	﹤0.01%	433
2020 Q1	$2K	Hold	800	–	–	﹤0.01%	441
2019 Q4	$3K	Hold	800	–	–	﹤0.01%	395
2019 Q3	$4K	Hold	800	–	–	﹤0.01%	387
2019 Q2	$3K	Hold	800	–	–	﹤0.01%	417
2019 Q1	$5K	Hold	800	–	–	﹤0.01%	403
2018 Q4	$5K	Hold	800	–	–	﹤0.01%	407
2018 Q3	$6K	Hold	800	–	–	﹤0.01%	444
2018 Q2	$7K	Hold	800	–	–	﹤0.01%	351
2018 Q1	$9K	Hold	800	–	–	﹤0.01%	329
2017 Q4	$9K	Hold	800	–	–	﹤0.01%	334
2017 Q3	$11K	Hold	800	–	–	﹤0.01%	320
2017 Q2	$12K	Hold	800	–	–	﹤0.01%	318
2017 Q1	$10K	Hold	800	–	–	﹤0.01%	304
2016 Q4	$12K	Hold	800	–	–	0.01%	285
2016 Q3	$15K	Hold	800	–	–	0.01%	270
2016 Q2	$14K	Hold	800	–	–	0.01%	258
2016 Q1	$17K	Hold	800	–	–	0.01%	239
2015 Q4	$17K	Hold	800	–	–	0.01%	234
2015 Q3	$16K	Hold	800	–	–	0.01%	233
2015 Q2	$17K	Hold	800	–	–	0.01%	256
2015 Q1	$19K	Hold	800	–	–	0.01%	237
2014 Q4	$19K	Hold	800	–	–	0.01%	229
2014 Q3	$19K	Hold	800	–	–	0.01%	233
2014 Q2	$22K	Hold	800	–	–	0.01%	231
2014 Q1	$21K	Hold	800	–	–	0.01%	233
2013 Q4	$19K	Buy	+800	New	+$17.2K	0.01%	205

Other funds holding PBI

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Advisors Ltd's PBI Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 800 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in PBI in Q4 2013 and held it in 46 quarters. The position peaked at $22K in Q2 2014. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

Capital Advisors Ltd reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 800 Pitney Bowes shares in Q2 2025, an estimated $7K.
Capital Advisors Ltd first reported a position in Pitney Bowes in Q4 2013 and held it in 46 quarters.
Capital Advisors Ltd's Pitney Bowes position peaked at $22K in Q2 2014.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.