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Summit Securities Group’s Pitney Bowes PBI Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-5,868
Closed -$64K – 1278
2025
Q2 		$64K Buy
+5,868
New +$55.2K 0.01% 459
2023
Q1 		– Sell
-92,849
Closed -$353K – 1161
2022
Q4 		$353K Buy
92,849
+8,000
+9% +$27K 0.01% 298
2022
Q3 		$198K Buy
84,849
+4,849
+6% +$15.6K 0.01% 421
2022
Q2 		$290K Buy
80,000
+30,000
+60% +$137K 0.04% 258
2022
Q1 		$260K Buy
50,000
+3,000
+6% +$16.3K 0.03% 332
2021
Q4 		$312K Sell
47,000
-500
-1% -$3.54K 0.01% 487
2021
Q3 		$342K Hold
47,500
– – 0.03% 499
2021
Q2 		$417K Hold
47,500
– – 0.03% 432
2021
Q1 		$391K Buy
+47,500
New +$407K 0.04% 387
2015
Q1 		– Sell
-1,900
Closed -$46K – 577
2014
Q4 		$46K Sell
1,900
-4,500
-70% -$110K 0.01% 333
2014
Q3 		$160K Buy
+6,400
New +$171K 0.05% 239
2014
Q1 		– Sell
-32,900
Closed -$767K – 534
2013
Q4 		$767K Buy
32,900
+32,600
+10,867% +$701K 0.13% 83
2013
Q3 		$5K Sell
300
-1,200
-80% -$19.7K ﹤0.01% 303
2013
Q2 		$22K Buy
+1,500
New +$22.2K 0.01% 239

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Securities Group's PBI Position: Q3 2025 in Review

Summit Securities Group sold out of Pitney Bowes (PBI) in Q3 2025, closing a stake of 5,868 shares — an estimated $64K sold.

Summit Securities Group first reported a position in PBI in Q2 2013 and held it in 14 quarters. The position peaked at $767K in Q4 2013. 320 funds tracked by Wall St. Rank hold PBI as of Q3 2025.

  • Summit Securities Group reported no remaining Pitney Bowes position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 5,868 Pitney Bowes shares in Q3 2025, an estimated $64K.
  • Summit Securities Group first reported a position in Pitney Bowes in Q2 2013 and held it in 14 quarters.
  • Summit Securities Group's Pitney Bowes position peaked at $767K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.