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Meritage Portfolio Management’s Pitney Bowes PBI Stock Holding History

Meritage Portfolio 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 		$247K Sell
23,343
-4,302
-16% -$44.6K 0.02% 290
2025
Q3 		$315K Buy
+27,645
New +$322K 0.02% 273

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Meritage Portfolio Management's PBI Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Pitney Bowes (PBI) stake by 16% in Q4 2025, selling an estimated $44.6K and leaving 23,343 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #290.

Meritage Portfolio Management first reported a position in PBI in Q3 2025 and has held it in 2 quarters since. The position peaked at $315K in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Meritage Portfolio Management held 23,343 shares of Pitney Bowes worth $247K as of Q4 2025.
  • Meritage Portfolio Management sold 4,302 Pitney Bowes shares in Q4 2025, an estimated $44.6K.
  • Pitney Bowes made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #290 holding.
  • Meritage Portfolio Management first reported a position in Pitney Bowes in Q3 2025 and has held it in 2 quarters since.
  • Meritage Portfolio Management's Pitney Bowes position peaked at $315K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.