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Redmont Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Redmont Wealth Advisors’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 		$809K Buy
76,573
+27
+0% +$280 1.23% 21
2025
Q3 		$873K Hold
76,546
– – 1.22% 22
2025
Q2 		$835K Buy
76,546
+19,900
+35% +$187K 1.23% 20
2025
Q1 		$513K Sell
56,646
-16,201
-22% -$147K 1% 20
2024
Q4 		$527K Buy
72,847
+89
+0.1% +$661 0.91% 30
2024
Q3 		$519K Buy
+72,758
New +$491K 0.8% 37

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 $3.37T AUM 44.26% 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

Redmont Wealth Advisors's PBI Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Pitney Bowes (PBI) stake by 0.04% in Q4 2025, buying an estimated $280 and bringing the position to 76,573 shares worth $809K. The position accounts for 1.23% of the portfolio, ranked #21.

Redmont Wealth Advisors first reported a position in PBI in Q3 2024 and has held it in 6 quarters since. The position peaked at $873K in Q3 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Redmont Wealth Advisors held 76,573 shares of Pitney Bowes worth $809K as of Q4 2025.
  • Redmont Wealth Advisors bought 27 Pitney Bowes shares in Q4 2025, an estimated $280.
  • Pitney Bowes made up 1.23% of Redmont Wealth Advisors's portfolio in Q4 2025, its #21 holding.
  • Redmont Wealth Advisors first reported a position in Pitney Bowes in Q3 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Pitney Bowes position peaked at $873K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.