Cerity Partners
PBI icon

Cerity Partners’s Pitney Bowes PBI Stock Holding History

Cerity Partners’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
Q1 		– Sell
-10,254
Closed -$108K – 3363
2025
Q4 		$108K Buy
+10,254
New +$106K ﹤0.01% 2734
2025
Q1 		– Sell
-12,680
Closed -$91.2K – 2585
2024
Q4 		$91.2K Sell
12,680
-1,253
-9% -$9.31K ﹤0.01% 2343
2024
Q3 		$99.3K Buy
+13,933
New +$94K ﹤0.01% 2426
2024
Q2 		– Sell
-13,713
Closed -$59.4K – 2357
2024
Q1 		$59.4K Buy
+13,713
New +$56.6K ﹤0.01% 2241
2023
Q2 		– Sell
-10,192
Closed -$39.6K – 1876
2023
Q1 		$39.6K Buy
+10,192
New +$42.8K ﹤0.01% 1809
2018
Q1 		– Sell
-21,305
Closed -$238K – 567
2017
Q4 		$238K Sell
21,305
-302
-1% -$3.56K 0.02% 498
2017
Q3 		$303K Buy
21,607
+18,920
+704% +$260K 0.02% 436
2017
Q2 		$429K Buy
+2,687
New +$39.3K 0.04% 245

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Cerity Partners's PBI Position: Q1 2026 in Review

Cerity Partners sold out of Pitney Bowes (PBI) in Q1 2026, closing a stake of 10,254 shares — an estimated $108K sold.

Cerity Partners first reported a position in PBI in Q2 2017 and held it in 8 quarters. The position peaked at $429K in Q2 2017. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Cerity Partners reported no remaining Pitney Bowes position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 10,254 Pitney Bowes shares in Q1 2026, an estimated $108K.
  • Cerity Partners first reported a position in Pitney Bowes in Q2 2017 and held it in 8 quarters.
  • Cerity Partners's Pitney Bowes position peaked at $429K in Q2 2017.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.