Pathstone Holdings
PBI icon

Pathstone Holdings’s Pitney Bowes PBI Stock Holding History

Pathstone Holdings’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
2026
Q2 		$593K Sell
33,859
-887
-3% -$13.6K ﹤0.01% 1781
2026
Q1 		$384K Buy
34,746
+842
+2% +$8.84K ﹤0.01% 1869
2025
Q4 		$358K Sell
33,904
-1,067
-3% -$11.1K ﹤0.01% 1883
2025
Q3 		$399K Buy
34,971
+6,931
+25% +$80.7K ﹤0.01% 1885
2025
Q2 		$306K Sell
28,040
-27,892
-50% -$262K ﹤0.01% 1919
2025
Q1 		$506K Buy
55,932
+20,655
+59% +$187K ﹤0.01% 1706
2024
Q4 		$255K Sell
35,277
-2,855
-7% -$21.2K ﹤0.01% 2045
2024
Q3 		$272K Hold
38,132
– – ﹤0.01% 2020
2024
Q2 		$194K Buy
38,132
+791
+2% +$3.78K ﹤0.01% 2160
2024
Q1 		$162K Buy
37,341
+331
+0.9% +$1.36K ﹤0.01% 2179
2023
Q4 		$163K Buy
+37,010
New +$143K ﹤0.01% 2088

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pathstone Holdings's PBI Position: Q2 2026 in Review

Pathstone Holdings reduced its Pitney Bowes (PBI) stake by 2.6% in Q2 2026, selling an estimated $13.6K and leaving 33,859 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Pathstone Holdings first reported a position in PBI in Q4 2023 and has held it in 11 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Pathstone Holdings held 33,859 shares of Pitney Bowes worth $593K as of Q2 2026.
  • Pathstone Holdings sold 887 Pitney Bowes shares in Q2 2026, an estimated $13.6K.
  • Pitney Bowes made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1781 holding.
  • Pathstone Holdings first reported a position in Pitney Bowes in Q4 2023 and has held it in 11 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.