Mascoma Wealth Management’s Pitney Bowes PBI Stock Holding History

Mascoma 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 Q2	–	Sell	-415	Closed	-$3.76K	–	489
2025 Q1	$3.76K	Hold	415	–	–	﹤0.01%	423
2024 Q4	$3K	Hold	415	–	–	﹤0.01%	448
2024 Q3	$2.96K	Hold	415	–	–	﹤0.01%	420
2024 Q2	$2.11K	Hold	415	–	–	﹤0.01%	461
2024 Q1	$1.8K	Hold	415	–	–	﹤0.01%	429
2023 Q4	$1.83K	Hold	415	–	–	﹤0.01%	443
2023 Q3	$1.25K	Hold	415	–	–	﹤0.01%	476
2023 Q2	$1.44K	Hold	415	–	–	﹤0.01%	455
2023 Q1	$1.46K	Hold	415	–	–	﹤0.01%	554
2022 Q4	$1.58K	Hold	415	–	–	﹤0.01%	573
2022 Q3	$1K	Hold	415	–	–	﹤0.01%	585
2022 Q2	$2K	Hold	415	–	–	﹤0.01%	570
2022 Q1	$2K	Hold	415	–	–	﹤0.01%	558
2021 Q4	$3K	Hold	415	–	–	﹤0.01%	488
2021 Q3	$3K	Buy	+415	New	+$3.25K	﹤0.01%	415
2021 Q2	–	Sell	-415	Closed	-$3K	–	349
2021 Q1	$3K	Buy	+415	New	+$3.56K	﹤0.01%	410
2019 Q3	–	Sell	-415	Closed	-$2K	–	265
2019 Q2	$2K	Hold	415	–	–	﹤0.01%	348
2019 Q1	$3K	Buy	+415	New	+$2.87K	﹤0.01%	332

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 $585M AUM 5.18% 1-Year Est. Return

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

Mascoma Wealth Management's PBI Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 415 shares — an estimated $3.76K sold.

Mascoma Wealth Management first reported a position in PBI in Q1 2019 and held it in 18 quarters. The position peaked at $3.76K in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

Mascoma Wealth Management reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 415 Pitney Bowes shares in Q2 2025, an estimated $3.76K.
Mascoma Wealth Management first reported a position in Pitney Bowes in Q1 2019 and held it in 18 quarters.
Mascoma Wealth Management's Pitney Bowes position peaked at $3.76K in Q1 2025.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.