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Mount Yale Investment Advisors’s Pitney Bowes PBI Stock Holding History

Mount Yale Investment Advisors’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
-4,631
Closed -$50.5K – 1327
2025
Q2 		$50.5K Buy
+4,631
New +$43.6K ﹤0.01% 813
2018
Q2 		– Sell
-5,595
Closed -$61K – 994
2018
Q1 		$61K Buy
+5,595
New +$69.3K 0.01% 579

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
Geode Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's PBI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 4,631 shares — an estimated $50.5K sold.

Mount Yale Investment Advisors first reported a position in PBI in Q1 2018 and held it in 2 quarters. The position peaked at $61K in Q1 2018. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,631 Pitney Bowes shares in Q3 2025, an estimated $50.5K.
  • Mount Yale Investment Advisors first reported a position in Pitney Bowes in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Pitney Bowes position peaked at $61K in Q1 2018.
  • 320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.