Concourse Financial Group Securities’s Pitney Bowes PBI Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-31,595	Closed	-$231K	–	1470
2024 Q4	$231K	Buy	31,595 +31,496	+31,814%	+$234K	0.01%	684
2024 Q3	$705	Hold	99	–	–	﹤0.01%	2105
2024 Q2	$502	Hold	99	–	–	﹤0.01%	2198
2024 Q1	$428	Hold	99	–	–	﹤0.01%	2227
2023 Q4	$435	Hold	99	–	–	﹤0.01%	2192
2023 Q3	$298	Hold	99	–	–	﹤0.01%	2230
2023 Q2	$350	Hold	99	–	–	﹤0.01%	2253
2023 Q1	$385	Hold	99	–	–	﹤0.01%	2268
2022 Q4	$376	Buy	+99	New	+$334	﹤0.01%	2238
2020 Q3	–	Sell	-653	Closed	-$3.01K	–	2232
2020 Q2	$2K	Hold	653	–	–	﹤0.01%	1924
2020 Q1	$1K	Hold	653	–	–	﹤0.01%	2068
2019 Q4	$3K	Buy	+653	New	+$2.99K	﹤0.01%	1797
2019 Q3	–	Sell	-653	Closed	-$2.62K	–	2037
2019 Q2	$3K	Hold	653	–	–	﹤0.01%	1903
2019 Q1	$4K	Hold	653	–	–	﹤0.01%	1838
2018 Q4	$3K	Buy	+653	New	+$4.7K	﹤0.01%	1838

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Concourse Financial Group Securities's PBI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 31,595 shares — an estimated $231K sold.

Concourse Financial Group Securities first reported a position in PBI in Q4 2018 and held it in 15 quarters. The position peaked at $231K in Q4 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

Concourse Financial Group Securities reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 31,595 Pitney Bowes shares in Q1 2025, an estimated $231K.
Concourse Financial Group Securities first reported a position in Pitney Bowes in Q4 2018 and held it in 15 quarters.
Concourse Financial Group Securities's Pitney Bowes position peaked at $231K in Q4 2024.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.