Gifford Fong Associates’s Pitney Bowes PBI Stock Holding History

Gifford Fong Associates’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	$5.4M	Hold	511,059	–	–	1.08%	29
2025 Q3	$5.83M	Hold	511,059	–	–	1.23%	27
2025 Q2	$5.58M	Hold	511,059	–	–	1.28%	21
2025 Q1	$4.63M	Hold	511,059	–	–	1.15%	25
2024 Q4	$3.7M	Hold	511,059	–	–	0.91%	32
2024 Q3	$3.64M	Hold	511,059	–	–	0.91%	32
2024 Q2	$2.6M	Hold	511,059	–	–	0.69%	46
2024 Q1	$2.21M	Hold	511,059	–	–	0.61%	57
2023 Q4	$2.25M	Hold	511,059	–	–	0.48%	56
2023 Q3	$1.54M	Hold	511,059	–	–	0.37%	70
2023 Q2	$1.81M	Hold	511,059	–	–	0.42%	64
2023 Q1	$1.99M	Hold	511,059	–	–	0.52%	62
2022 Q4	$1.94M	Hold	511,059	–	–	0.45%	61
2022 Q3	$1.19M	Hold	511,059	–	–	0.29%	75
2022 Q2	$1.85M	Hold	511,059	–	–	0.43%	61
2022 Q1	$2.66M	Hold	511,059	–	–	0.49%	47
2021 Q4	$3.39M	Hold	511,059	–	–	0.59%	42
2021 Q3	$3.69M	Hold	511,059	–	–	0.72%	41
2021 Q2	$4.48M	Hold	511,059	–	–	0.87%	34
2021 Q1	$4.21M	Hold	511,059	–	–	0.91%	35
2020 Q4	$3.15M	Hold	511,059	–	–	0.73%	35
2020 Q3	$2.71M	Hold	511,059	–	–	0.73%	32
2020 Q2	$1.33M	Hold	511,059	–	–	0.4%	63
2020 Q1	$1.04M	Hold	511,059	–	–	0.38%	63
2019 Q4	$2.06M	Hold	511,059	–	–	0.6%	43
2019 Q3	$2.34M	Hold	511,059	–	–	0.76%	37
2019 Q2	$2.19M	Hold	511,059	–	–	0.73%	42
2019 Q1	$3.51M	Buy	511,059 +150,000	+42%	+$1.04M	1.16%	31
2018 Q4	$2.13M	Buy	361,059 +294,427	+442%	+$2.12M	0.81%	35
2018 Q3	$472K	Buy	+66,632	New	+$538K	0.15%	95

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gifford Fong Associates's PBI Position: Q4 2025 in Review

Gifford Fong Associates held its Pitney Bowes (PBI) position steady in Q4 2025 at 511,059 shares worth $5.4M. The position accounts for 1.08% of the portfolio, ranked #29.

Gifford Fong Associates first reported a position in PBI in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.83M in Q3 2025. 324 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

Gifford Fong Associates held 511,059 shares of Pitney Bowes worth $5.4M as of Q4 2025.
Gifford Fong Associates left its Pitney Bowes share count unchanged in Q4 2025.
Pitney Bowes made up 1.08% of Gifford Fong Associates's portfolio in Q4 2025, its #29 holding.
Gifford Fong Associates first reported a position in Pitney Bowes in Q3 2018 and has held it in 30 quarters since.
Gifford Fong Associates's Pitney Bowes position peaked at $5.83M in Q3 2025.
324 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.