Scotia Capital’s Pitney Bowes PBI Stock Holding History

Scotia 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
2025 Q4	–	Sell	-10,446	Closed	-$119K	–	940
2025 Q3	$119K	Sell	10,446 -17,208	-62%	-$200K	﹤0.01%	871
2025 Q2	$302K	Sell	27,654 -95,288	-78%	-$897K	﹤0.01%	721
2025 Q1	$1.11M	Buy	122,942 +102,011	+487%	+$924K	0.01%	494
2024 Q4	$152K	Sell	20,931 -405	-2%	-$3.01K	﹤0.01%	808
2024 Q3	$152K	Buy	+21,336	New	+$144K	﹤0.01%	790
2016 Q1	–	Sell	-23,447	Closed	-$457K	–	825
2015 Q4	$457K	Hold	23,447	–	–	0.01%	589
2015 Q3	$467K	Buy	23,447 +1,056	+5%	+$21.7K	0.01%	561
2015 Q2	$471K	Sell	22,391 -597	-3%	-$13.5K	0.01%	552
2015 Q1	$536K	Sell	22,988 -18,237	-44%	-$424K	0.01%	413
2014 Q4	$1M	Buy	41,225 +2,057	+5%	+$50.2K	0.03%	297
2014 Q3	$978K	Sell	39,168 -50,222	-56%	-$1.34M	0.02%	307
2014 Q2	$2.47M	Buy	89,390 +20,936	+31%	+$557K	0.05%	185
2014 Q1	$1.78M	Buy	68,454 +28,384	+71%	+$700K	0.04%	212
2013 Q4	$933K	Sell	40,070 -67,610	-63%	-$1.45M	0.02%	276
2013 Q3	$1.96M	Buy	107,680 +90,988	+545%	+$1.49M	0.05%	181
2013 Q2	$245K	Buy	+16,692	New	+$247K	0.01%	401

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

LSV Asset Management

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

Geode Capital Management

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return