Montag & Associates’s Pitney Bowes PBI Stock Holding History

Montag & Associates’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	-166	Closed	-$1.5K	–	1000
2025 Q1	$1.5K	Hold	166	–	–	﹤0.01%	919
2024 Q4	$1.2K	Hold	166	–	–	﹤0.01%	933
2024 Q3	$1.18K	Hold	166	–	–	﹤0.01%	963
2024 Q2	$844	Hold	166	–	–	﹤0.01%	952
2024 Q1	$719	Hold	166	–	–	﹤0.01%	951
2023 Q4	$731	Hold	166	–	–	﹤0.01%	893
2023 Q3	$502	Hold	166	–	–	﹤0.01%	890
2023 Q2	$588	Hold	166	–	–	﹤0.01%	904
2023 Q1	$646	Hold	166	–	–	﹤0.01%	905
2022 Q4	$631	Hold	166	–	–	﹤0.01%	920
2022 Q3	$0	Hold	166	–	–	﹤0.01%	886
2022 Q2	$1K	Hold	166	–	–	﹤0.01%	801
2022 Q1	$1K	Hold	166	–	–	﹤0.01%	820
2021 Q4	$1K	Hold	166	–	–	﹤0.01%	836
2021 Q3	$1K	Hold	166	–	–	﹤0.01%	841
2021 Q2	$1K	Hold	166	–	–	﹤0.01%	834
2021 Q1	$1K	Hold	166	–	–	﹤0.01%	832
2020 Q4	$1K	Buy	+166	New	+$997	﹤0.01%	782

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

Montag & Associates's PBI Position: Q2 2025 in Review

Montag & Associates sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 166 shares — an estimated $1.5K sold.

Montag & Associates first reported a position in PBI in Q4 2020 and held it in 18 quarters. The position peaked at $1.5K in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

Montag & Associates reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 166 Pitney Bowes shares in Q2 2025, an estimated $1.5K.
Montag & Associates first reported a position in Pitney Bowes in Q4 2020 and held it in 18 quarters.
Montag & Associates's Pitney Bowes position peaked at $1.5K in Q1 2025.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.