Clearstead Trust’s Pitney Bowes PBI Stock Holding History

Clearstead Trust’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	-71	Closed	-$811	–	1376
2025 Q3	$811	Hold	71	–	–	﹤0.01%	1276
2025 Q2	$775	Buy	+71	New	+$668	﹤0.01%	1230

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

Clearstead Trust's PBI Position: Q4 2025 in Review

Clearstead Trust sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 71 shares — an estimated $811 sold.

Clearstead Trust first reported a position in PBI in Q2 2025 and held it in 2 quarters. The position peaked at $811 in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

Clearstead Trust reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 71 Pitney Bowes shares in Q4 2025, an estimated $811.
Clearstead Trust first reported a position in Pitney Bowes in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Pitney Bowes position peaked at $811 in Q3 2025.
326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.