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Kingsview Wealth Management’s Pitney Bowes PBI Stock Holding History

Kingsview 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
-246,540
Closed -$2.81M – 1309
2025
Q3 		$2.81M Sell
246,540
-18,801
-7% -$219K 0.04% 392
2025
Q2 		$2.89M Buy
+265,341
New +$2.5M 0.05% 366

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Kingsview Wealth Management sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 246,540 shares — an estimated $2.81M sold.

Kingsview Wealth Management first reported a position in PBI in Q2 2025 and held it in 2 quarters. The position peaked at $2.89M in Q2 2025. 324 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 246,540 Pitney Bowes shares in Q4 2025, an estimated $2.81M.
  • Kingsview Wealth Management first reported a position in Pitney Bowes in Q2 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Pitney Bowes position peaked at $2.89M in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.