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Patriot Financial Group Insurance Agency’s Pitney Bowes PBI Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q3 		– Sell
-152,500
Closed -$775K – 524
2024
Q2 		$775K Buy
152,500
+650
+0.4% +$3.1K 0.11% 198
2024
Q1 		$658K Hold
151,850
– – 0.1% 218
2023
Q4 		$668K Sell
151,850
-2,000
-1% -$7.75K 0.13% 198
2023
Q3 		$465K Hold
153,850
– – 0.1% 246
2023
Q2 		$545K Sell
153,850
-500
-0.3% -$1.73K 0.1% 230
2023
Q1 		$600K Buy
154,350
+1,000
+0.7% +$4.2K 0.12% 192
2022
Q4 		$583K Buy
153,350
+29,262
+24% +$98.6K 0.08% 184
2022
Q3 		$289K Buy
124,088
+13
+0% +$42 0.07% 306
2022
Q2 		$449K Sell
124,075
-2,542
-2% -$11.6K 0.09% 220
2022
Q1 		$658K Buy
126,617
+40,007
+46% +$217K 0.12% 193
2021
Q4 		$574K Buy
86,610
+59,105
+215% +$419K 0.1% 215
2021
Q3 		$198K Buy
27,505
+25,505
+1,275% +$200K 0.04% 453
2021
Q2 		$18K Buy
+2,000
New +$16.7K ﹤0.01% 1233
2020
Q1 		– Sell
-142
Closed -$1K – 1686
2019
Q4 		$1K Hold
142
– – ﹤0.01% 1235
2019
Q3 		$1K Sell
142
-64
-31% -$256 ﹤0.01% 1215
2019
Q2 		$1K Sell
206
-25
-11% -$134 ﹤0.01% 1300
2019
Q1 		$2K Hold
231
– – ﹤0.01% 1034
2018
Q4 		$1K Sell
231
-266
-54% -$1.92K ﹤0.01% 929
2018
Q3 		$4K Buy
+497
New +$4.01K ﹤0.01% 787
2018
Q2 		– Sell
-395
Closed -$4K – 822
2018
Q1 		$4K Sell
395
-295
-43% -$3.65K ﹤0.01% 782
2017
Q4 		$6K Sell
690
-105
-13% -$1.24K ﹤0.01% 695
2017
Q3 		$11K Buy
795
+8
+1% +$110 0.01% 535
2017
Q2 		$12K Sell
787
-716
-48% -$10.5K 0.01% 495
2017
Q1 		$20K Sell
1,503
-73
-5% -$1.03K 0.02% 357
2016
Q4 		$25K Buy
+1,576
New +$25.1K 0.03% 312

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PBI Position: Q3 2024 in Review

Patriot Financial Group Insurance Agency sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 152,500 shares — an estimated $775K sold.

Patriot Financial Group Insurance Agency first reported a position in PBI in Q4 2016 and held it in 25 quarters. The position peaked at $775K in Q2 2024. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 152,500 Pitney Bowes shares in Q3 2024, an estimated $775K.
  • Patriot Financial Group Insurance Agency first reported a position in Pitney Bowes in Q4 2016 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's Pitney Bowes position peaked at $775K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2024, filed 24 Oct 2024.