Corient Private Wealth
PBI icon

Corient Private Wealth’s Pitney Bowes PBI Stock Holding History

Corient Private Wealth’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
Q2 		$194K Sell
11,077
-7,479
-40% -$114K ﹤0.01% 2817
2026
Q1 		$205K Sell
18,556
-44
-0.2% -$462 ﹤0.01% 2552
2025
Q4 		$197K Sell
18,600
-4,077
-18% -$42.3K ﹤0.01% 2435
2025
Q3 		$259K Buy
22,677
+4,306
+23% +$50.2K ﹤0.01% 2209
2025
Q2 		$200K Buy
+18,371
New +$173K ﹤0.01% 2240
2024
Q2 		– Sell
-17,754
Closed -$76.9K – 2373
2024
Q1 		$76.9K Sell
17,754
-140
-0.8% -$577 ﹤0.01% 2206
2023
Q4 		$78.7K Sell
17,894
-608
-3% -$2.36K ﹤0.01% 2172
2023
Q3 		$55.9K Sell
18,502
-1,452
-7% -$4.97K ﹤0.01% 2070
2023
Q2 		$70.6K Sell
19,954
-4,235
-18% -$14.7K ﹤0.01% 2000
2023
Q1 		$94.1K Buy
24,189
+7,428
+44% +$31.2K ﹤0.01% 1890
2022
Q4 		$63.9K Buy
+16,761
New +$56.5K ﹤0.01% 1609

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Corient Private Wealth's PBI Position: Q2 2026 in Review

Corient Private Wealth reduced its Pitney Bowes (PBI) stake by 40% in Q2 2026, selling an estimated $114K and leaving 11,077 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Corient Private Wealth first reported a position in PBI in Q4 2022 and has held it in 11 quarters since. The position peaked at $259K in Q3 2025. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Corient Private Wealth held 11,077 shares of Pitney Bowes worth $194K as of Q2 2026.
  • Corient Private Wealth sold 7,479 Pitney Bowes shares in Q2 2026, an estimated $114K.
  • Pitney Bowes made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2817 holding.
  • Corient Private Wealth first reported a position in Pitney Bowes in Q4 2022 and has held it in 11 quarters since.
  • Corient Private Wealth's Pitney Bowes position peaked at $259K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.