Permit Capital’s Pitney Bowes PBI Stock Holding History

Permit Capital’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 Q1	$38.7M	Buy	3,500,000 +250,000	+8%	+$2.62M	13.14%	2
2025 Q4	$34.4M	Buy	3,250,000 +400,000	+14%	+$4.15M	10.69%	2
2025 Q3	$32.5M	Hold	2,850,000	–	–	10.19%	2
2025 Q2	$31.1M	Buy	2,850,000 +450,000	+19%	+$4.23M	10.07%	2
2025 Q1	$21.7M	Hold	2,400,000	–	–	7.7%	2
2024 Q4	$17.4M	Sell	2,400,000 -469,707	-16%	-$3.49M	5.98%	2
2024 Q3	$20.5M	Hold	2,869,707	–	–	6.29%	2
2024 Q2	$14.6M	Sell	2,869,707 -385,000	-12%	-$1.84M	5.48%	2
2024 Q1	$14.1M	Hold	3,254,707	–	–	8.99%	1
2023 Q4	$14.3M	Hold	3,254,707	–	–	4.92%	3
2023 Q3	$9.83M	Hold	3,254,707	–	–	4.16%	2
2023 Q2	$11.5M	Hold	3,254,707	–	–	4.29%	3
2023 Q1	$12.7M	Buy	3,254,707 +877,092	+37%	+$3.68M	4.73%	2
2022 Q4	$9.03M	Buy	2,377,615 +567,615	+31%	+$1.91M	3.12%	4
2022 Q3	$4.22M	Buy	1,810,000 +100,000	+6%	+$321K	1.43%	17
2022 Q2	$6.19M	Buy	1,710,000 +110,000	+7%	+$501K	1.88%	13
2022 Q1	$8.32M	Buy	+1,600,000	New	+$8.67M	2.24%	9

Other funds holding PBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Hestia Capital Management Cranberry Township, Pennsylvania $96.3M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return