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Counterpoint Mutual Funds’s Pitney Bowes PBI Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-37,929
Closed -$414K – 441
2025
Q2 		$414K Sell
37,929
-149,272
-80% -$1.4M 0.04% 140
2025
Q1 		$1.69M Buy
187,201
+82,973
+80% +$752K 0.24% 33
2024
Q4 		$755K Sell
104,228
-78,183
-43% -$581K 0.09% 68
2024
Q3 		$1.3M Buy
182,411
+141,479
+346% +$954K 0.25% 15
2024
Q2 		$208K Buy
+40,932
New +$195K 0.05% 189
2023
Q3 		– Sell
-36,346
Closed -$129K – 422
2023
Q2 		$129K Buy
36,346
+7,215
+25% +$25K 0.12% 84
2023
Q1 		$113K Sell
29,131
-11,512
-28% -$48.4K 0.1% 92
2022
Q4 		$154K Sell
40,643
-1,258
-3% -$4.24K 0.16% 54
2022
Q3 		$98K Sell
41,901
-18,123
-30% -$58.2K 0.24% 208
2022
Q2 		$217K Buy
+60,024
New +$274K 0.15% 64
2022
Q1 		– Sell
-3,883
Closed -$26K – 280
2021
Q4 		$26K Buy
+3,883
New +$27.5K 0.02% 102

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
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Counterpoint Mutual Funds's PBI Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 37,929 shares — an estimated $414K sold.

Counterpoint Mutual Funds first reported a position in PBI in Q4 2021 and held it in 11 quarters. The position peaked at $1.69M in Q1 2025. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 37,929 Pitney Bowes shares in Q3 2025, an estimated $414K.
  • Counterpoint Mutual Funds first reported a position in Pitney Bowes in Q4 2021 and held it in 11 quarters.
  • Counterpoint Mutual Funds's Pitney Bowes position peaked at $1.69M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.