Stephens Consulting’s Pitney Bowes PBI Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-40	Closed	-$362	–	1754
2025 Q1	$362	Buy	+40	New	+$362	﹤0.01%	1259

Other funds holding PBI

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Stephens Consulting's PBI Position: Q2 2025 in Review

Stephens Consulting sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 40 shares — an estimated $362 sold.

Stephens Consulting first reported a position in PBI in Q1 2025 and held it in 1 quarter. The position peaked at $362 in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

Stephens Consulting reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 40 Pitney Bowes shares in Q2 2025, an estimated $362.
Stephens Consulting first reported a position in Pitney Bowes in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Pitney Bowes position peaked at $362 in Q1 2025.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.