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	-2,000	Closed	-$10.2K	–	523
2024 Q2	$10.2K	Buy	+2,000	New	+$9.55K	﹤0.01%	479
2024 Q1	–	Sell	-3,000	Closed	-$13.2K	–	502
2023 Q4	$13.2K	Buy	+3,000	New	+$11.6K	﹤0.01%	463
2022 Q4	–	Sell	-30,000	Closed	-$70K	–	444
2022 Q3	$70K	Buy	+30,000	New	+$96.3K	0.02%	388

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

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.