Kayne Anderson Rudnick Investment Management’s Pitney Bowes PBI Stock Holding History

Kayne Anderson Rudnick Investment 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 Q3	–	Sell	-1,600	Closed	-$17.5K	–	1091
2025 Q2	$17.5K	Hold	1,600	–	–	﹤0.01%	684
2025 Q1	$14.5K	Hold	1,600	–	–	﹤0.01%	671
2024 Q4	$11.6K	Hold	1,600	–	–	﹤0.01%	671
2024 Q3	$11.4K	Buy	+1,600	New	+$10.8K	﹤0.01%	667
2023 Q1	–	Sell	-10,000	Closed	-$38K	–	805
2022 Q4	$38K	Hold	10,000	–	–	﹤0.01%	515
2022 Q3	$23K	Hold	10,000	–	–	﹤0.01%	524
2022 Q2	$36K	Hold	10,000	–	–	﹤0.01%	486
2022 Q1	$52K	Sell	10,000 -2,074	-17%	-$11.2K	﹤0.01%	457
2021 Q4	$80K	Sell	12,074 -5,000	-29%	-$35.4K	﹤0.01%	459
2021 Q3	$123K	Sell	17,074 -15,000	-47%	-$117K	﹤0.01%	425
2021 Q2	$281K	Hold	32,074	–	–	﹤0.01%	382
2021 Q1	$264K	Buy	32,074 +2,074	+7%	+$17.8K	﹤0.01%	383
2020 Q4	$185K	Buy	+30,000	New	+$180K	﹤0.01%	383

Other funds holding PBI

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PBI Position: Q3 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 1,600 shares — an estimated $17.5K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PBI in Q4 2020 and held it in 13 quarters. The position peaked at $281K in Q2 2021. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

Kayne Anderson Rudnick Investment Management reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 1,600 Pitney Bowes shares in Q3 2025, an estimated $17.5K.
Kayne Anderson Rudnick Investment Management first reported a position in Pitney Bowes in Q4 2020 and held it in 13 quarters.
Kayne Anderson Rudnick Investment Management's Pitney Bowes position peaked at $281K in Q2 2021.
320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.