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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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
HCM
Hestia Capital Management
Cranberry Township, Pennsylvania
$96.3M 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
CS
Cannell & Spears
New York
$5.1B AUM
31.77%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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