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Crowley Wealth Management’s Pitney Bowes PBI Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-300
Closed -$3.42K – 249
2025
Q3 		$3.42K Hold
300
– – ﹤0.01% 339
2025
Q2 		$3.27K Hold
300
– – ﹤0.01% 330
2025
Q1 		$2.71K Hold
300
– – ﹤0.01% 343
2024
Q4 		$2.17K Buy
+300
New +$2.23K ﹤0.01% 363

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Crowley Wealth Management's PBI Position: Q4 2025 in Review

Crowley Wealth Management sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 300 shares — an estimated $3.42K sold.

Crowley Wealth Management first reported a position in PBI in Q4 2024 and held it in 4 quarters. The position peaked at $3.42K in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Crowley Wealth Management reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 Pitney Bowes shares in Q4 2025, an estimated $3.42K.
  • Crowley Wealth Management first reported a position in Pitney Bowes in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Pitney Bowes position peaked at $3.42K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.