IEQ Capital’s Pitney Bowes PBI Stock Holding History

IEQ Capital’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 Q2	–	Sell	-46,665	Closed	-$422K	–	1948
2025 Q1	$422K	Buy	+46,665	New	+$423K	﹤0.01%	1042

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

IEQ Capital's PBI Position: Q2 2025 in Review

IEQ Capital sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 46,665 shares — an estimated $422K sold.

IEQ Capital first reported a position in PBI in Q1 2025 and held it in 1 quarter. The position peaked at $422K in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

IEQ Capital reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 46,665 Pitney Bowes shares in Q2 2025, an estimated $422K.
IEQ Capital first reported a position in Pitney Bowes in Q1 2025 and held it in 1 quarter.
IEQ Capital's Pitney Bowes position peaked at $422K in Q1 2025.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.