CIBC Private Wealth Group
PBI icon

CIBC Private Wealth Group’s Pitney Bowes PBI Stock Holding History

CIBC Private Wealth Group’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 		$391 Buy
+37
New +$384 ﹤0.01% 3092
2018
Q2 		– Sell
-73
Closed -$1K – 2053
2018
Q1 		$1K Buy
+73
New +$904 ﹤0.01% 1870
2016
Q4 		– Sell
-29,329
Closed -$533K – 592
2016
Q3 		$533K Buy
29,329
+140
+0.5% +$2.57K ﹤0.01% 520
2016
Q2 		$519K Sell
29,189
-3,355
-10% -$64.7K ﹤0.01% 528
2016
Q1 		$700K Sell
32,544
-264
-0.8% -$5.02K 0.01% 489
2015
Q4 		$677K Hold
32,808
– – 0.01% 487
2015
Q3 		$651K Sell
32,808
-90
-0.3% -$1.85K 0.01% 496
2015
Q2 		$685K Hold
32,898
– – 0.01% 516
2015
Q1 		$767K Buy
32,898
+74
+0.2% +$1.72K 0.01% 496
2014
Q4 		$800K Buy
32,824
+7,756
+31% +$189K 0.01% 492
2014
Q3 		$626K Buy
25,068
+940
+4% +$25.1K ﹤0.01% 508
2014
Q2 		$667K Sell
24,128
-193
-0.8% -$5.14K 0.01% 494
2014
Q1 		$652K Buy
+24,321
New +$600K 0.01% 489

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $96.3M 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 $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return