PI
PBI icon

PFG Investments’s Pitney Bowes PBI Stock Holding History

PFG Investments’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
Q4 		– Sell
-11,100
Closed -$127K – 1200
2025
Q3 		$127K Buy
+11,100
New +$129K 0.01% 1032
2025
Q2 		– Sell
-12,884
Closed -$117K – 1108
2025
Q1 		$117K Buy
12,884
+1,644
+15% +$14.9K 0.01% 924
2024
Q4 		$81.4K Sell
11,240
-5,255
-32% -$39.1K 0.01% 959
2024
Q3 		$118K Sell
16,495
-6,478
-28% -$43.7K 0.01% 936
2024
Q2 		$117K Buy
22,973
+27
+0.1% +$129 0.01% 865
2024
Q1 		$99.4K Buy
+22,946
New +$94.6K 0.01% 964

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PFG Investments's PBI Position: Q4 2025 in Review

PFG Investments sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 11,100 shares — an estimated $127K sold.

PFG Investments first reported a position in PBI in Q1 2024 and held it in 6 quarters. The position peaked at $127K in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • PFG Investments reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • PFG Investments sold 11,100 Pitney Bowes shares in Q4 2025, an estimated $127K.
  • PFG Investments first reported a position in Pitney Bowes in Q1 2024 and held it in 6 quarters.
  • PFG Investments's Pitney Bowes position peaked at $127K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.