NorthRock Partners’s Pitney Bowes PBI Stock Holding History

NorthRock Partners’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 Q1	–	Sell	-12,002	Closed	-$86.9K	–	890
2024 Q4	$86.9K	Sell	12,002 -1,792	-13%	-$13.3K	﹤0.01%	627
2024 Q3	$98.4K	Sell	13,794 -819	-6%	-$5.52K	﹤0.01%	654
2024 Q2	$74.2K	Buy	14,613 +724	+5%	+$3.46K	﹤0.01%	641
2024 Q1	$60.1K	Sell	13,889 -5,432	-28%	-$22.4K	﹤0.01%	649
2023 Q4	$85K	Buy	+19,321	New	+$74.9K	﹤0.01%	597

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

NorthRock Partners's PBI Position: Q1 2025 in Review

NorthRock Partners sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 12,002 shares — an estimated $86.9K sold.

NorthRock Partners first reported a position in PBI in Q4 2023 and held it in 5 quarters. The position peaked at $98.4K in Q3 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

NorthRock Partners reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
NorthRock Partners sold 12,002 Pitney Bowes shares in Q1 2025, an estimated $86.9K.
NorthRock Partners first reported a position in Pitney Bowes in Q4 2023 and held it in 5 quarters.
NorthRock Partners's Pitney Bowes position peaked at $98.4K in Q3 2024.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on NorthRock Partners's 13F filing for Q1 2025, filed 8 May 2025.