SSG
PBI icon

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
2023
Q1 		– Sell
-125,100
Closed -$475K – 1162
2022
Q4 		$475K Hold
125,100
– – 0.02% 251
2022
Q3 		$291K Hold
125,100
– – 0.02% 352
2022
Q2 		$453K Hold
125,100
– – 0.06% 196
2022
Q1 		$651K Hold
125,100
– – 0.07% 197
2021
Q4 		$829K Buy
125,100
+123,849
+9,900% +$878K 0.04% 271
2021
Q3 		$902K Hold
1,251
– – 0.07% 278
2021
Q2 		$1.1M Hold
1,251
– – 0.09% 235
2021
Q1 		$1.03M Buy
+1,251
New +$10.7K 0.11% 193
2014
Q1 		– Sell
-327
Closed -$1K – 535
2013
Q4 		$1K Buy
+327
New +$7.03K ﹤0.01% 462

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.