Polen Capital Management
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Polen Capital Management’s Pitney Bowes PBI Stock Holding History

Polen Capital Management’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 		– Sell
-60,710
Closed -$642K – 271
2025
Q4 		$642K Sell
60,710
-27,766
-31% -$288K ﹤0.01% 155
2025
Q3 		$1.01M Buy
88,476
+20,254
+30% +$236K ﹤0.01% 140
2025
Q2 		$744K Buy
+68,222
New +$642K ﹤0.01% 166

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HCM
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State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Polen Capital Management's PBI Position: Q1 2026 in Review

Polen Capital Management sold out of Pitney Bowes (PBI) in Q1 2026, closing a stake of 60,710 shares — an estimated $642K sold.

Polen Capital Management first reported a position in PBI in Q2 2025 and held it in 3 quarters. The position peaked at $1.01M in Q3 2025. 321 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Polen Capital Management reported no remaining Pitney Bowes position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 60,710 Pitney Bowes shares in Q1 2026, an estimated $642K.
  • Polen Capital Management first reported a position in Pitney Bowes in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Pitney Bowes position peaked at $1.01M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.