CPG
PBI icon

Cornerstone Planning Group’s Pitney Bowes PBI Stock Holding History

Cornerstone Planning Group’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
-203
Closed -$1.87K – 1650
2024
Q4 		$1.87K Buy
203
+2
+1% +$15 ﹤0.01% 812
2024
Q3 		$1.46K Buy
201
+1
+0.5% +$7 ﹤0.01% 848
2024
Q2 		$1.16K Buy
200
+2
+1% +$10 ﹤0.01% 905
2024
Q1 		$1.04K Hold
198
– – ﹤0.01% 777
2023
Q4 		$871 Hold
198
– – ﹤0.01% 734
2023
Q3 		$598 Buy
+198
New +$678 ﹤0.01% 873

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Cornerstone Planning Group's PBI Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 203 shares — an estimated $1.87K sold.

Cornerstone Planning Group first reported a position in PBI in Q3 2023 and held it in 6 quarters. The position peaked at $1.87K in Q4 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 203 Pitney Bowes shares in Q1 2025, an estimated $1.87K.
  • Cornerstone Planning Group first reported a position in Pitney Bowes in Q3 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Pitney Bowes position peaked at $1.87K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.