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Petrus Trust Company’s Pitney Bowes PBI Stock Holding History

Petrus Trust Company’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
Q3 		– Sell
-10,284
Closed -$112K – 426
2025
Q2 		$112K Hold
10,284
– – 0.01% 491
2025
Q1 		$93.1K Sell
10,284
-99,637
-91% -$903K 0.01% 569
2024
Q4 		$796K Hold
109,921
– – 0.08% 72
2024
Q3 		$784K Buy
109,921
+75,992
+224% +$513K 0.08% 74
2024
Q2 		$172K Buy
+33,929
New +$162K 0.02% 553
2018
Q1 		– Sell
-22,612
Closed -$253K – 199
2017
Q4 		$253K Buy
22,612
+1,604
+8% +$18.9K 0.06% 121
2017
Q3 		$294K Buy
+21,008
New +$288K 0.07% 94
2017
Q2 		– Sell
-30,473
Closed -$400K – 207
2017
Q1 		$400K Buy
30,473
+12,098
+66% +$171K 0.09% 77
2016
Q4 		$279K Buy
+18,375
New +$292K 0.07% 104

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's PBI Position: Q3 2025 in Review

Petrus Trust Company sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 10,284 shares — an estimated $112K sold.

Petrus Trust Company first reported a position in PBI in Q4 2016 and held it in 9 quarters. The position peaked at $796K in Q4 2024. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

  • Petrus Trust Company reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 10,284 Pitney Bowes shares in Q3 2025, an estimated $112K.
  • Petrus Trust Company first reported a position in Pitney Bowes in Q4 2016 and held it in 9 quarters.
  • Petrus Trust Company's Pitney Bowes position peaked at $796K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.