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Coldstream Capital Management’s Pitney Bowes PBI Stock Holding History

Coldstream Capital Management’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
-7,791
Closed -$70.5K – 2677
2025
Q1 		$70.5K Buy
+7,791
New +$70.6K ﹤0.01% 1524
2023
Q3 		– Sell
-13,781
Closed -$48.8K – 840
2023
Q2 		$48.8K Sell
13,781
-1,276
-8% -$4.42K ﹤0.01% 819
2023
Q1 		$58.6K Hold
15,057
– – ﹤0.01% 822
2022
Q4 		$57.2K Buy
+15,057
New +$50.8K ﹤0.01% 794
2019
Q3 		– Sell
-10,886
Closed -$47K – 351
2019
Q2 		$47K Sell
10,886
-519
-5% -$2.79K ﹤0.01% 325
2019
Q1 		$78K Sell
11,405
-854
-7% -$5.91K 0.01% 307
2018
Q4 		$72K Buy
+12,259
New +$88.3K 0.01% 306

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Coldstream Capital Management's PBI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 7,791 shares — an estimated $70.5K sold.

Coldstream Capital Management first reported a position in PBI in Q4 2018 and held it in 7 quarters. The position peaked at $78K in Q1 2019. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 7,791 Pitney Bowes shares in Q2 2025, an estimated $70.5K.
  • Coldstream Capital Management first reported a position in Pitney Bowes in Q4 2018 and held it in 7 quarters.
  • Coldstream Capital Management's Pitney Bowes position peaked at $78K in Q1 2019.
  • 317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.