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
Q1 		$205K Sell
18,556
-18,644
-50% -$196K ﹤0.01% 2552
2025
Q4 		$393K Buy
37,200
+14,523
+64% +$151K ﹤0.01% 2446
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Corient Private Wealth's PBI Position: Q1 2026 in Review

Corient Private Wealth reduced its Pitney Bowes (PBI) stake by 50% in Q1 2026, selling an estimated $196K and leaving 18,556 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Corient Private Wealth first reported a position in PBI in Q4 2022 and has held it in 10 quarters since. The position peaked at $393K in Q4 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Corient Private Wealth held 18,556 shares of Pitney Bowes worth $205K as of Q1 2026.
  • Corient Private Wealth sold 18,644 Pitney Bowes shares in Q1 2026, an estimated $196K.
  • Pitney Bowes made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2552 holding.
  • Corient Private Wealth first reported a position in Pitney Bowes in Q4 2022 and has held it in 10 quarters since.
  • Corient Private Wealth's Pitney Bowes position peaked at $393K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.