Wedbush Securities’s Pitney Bowes PBI Stock Holding History

Wedbush Securities’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	-18,096	Closed	-$206K	–	1244
2025 Q3	$206K	Sell	18,096 -20,147	-53%	-$235K	0.01%	1063
2025 Q2	$417K	Sell	38,243 -101,482	-73%	-$955K	0.01%	695
2025 Q1	$1.26M	Buy	139,725 +20,477	+17%	+$186K	0.05%	321
2024 Q4	$863K	Buy	+119,248	New	+$886K	0.03%	423
2020 Q1	–	Sell	-23,685	Closed	-$95K	–	970
2019 Q4	$95K	Buy	23,685 +4,794	+25%	+$22K	0.01%	928
2019 Q3	$86K	Sell	18,891 -2,496	-12%	-$10K	0.01%	906
2019 Q2	$92K	Sell	21,387 -4,904	-19%	-$26.3K	0.01%	910
2019 Q1	$181K	Sell	26,291 -748	-3%	-$5.17K	0.02%	795
2018 Q4	$160K	Sell	27,039 -1,573	-5%	-$11.3K	0.02%	714
2018 Q3	$203K	Buy	28,612 +7,185	+34%	+$58K	0.02%	773
2018 Q2	$184K	Buy	+21,427	New	+$207K	0.02%	756

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