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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wedbush Securities's PBI Position: Q4 2025 in Review

Wedbush Securities sold out of Pitney Bowes (PBI) in Q4 2025, closing a stake of 18,096 shares — an estimated $206K sold.

Wedbush Securities first reported a position in PBI in Q2 2018 and held it in 11 quarters. The position peaked at $1.26M in Q1 2025. 326 funds tracked by Wall St. Rank hold PBI as of Q4 2025.

  • Wedbush Securities reported no remaining Pitney Bowes position as of Q4 2025 after selling out during the quarter.
  • Wedbush Securities sold 18,096 Pitney Bowes shares in Q4 2025, an estimated $206K.
  • Wedbush Securities first reported a position in Pitney Bowes in Q2 2018 and held it in 11 quarters.
  • Wedbush Securities's Pitney Bowes position peaked at $1.26M in Q1 2025.
  • 326 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2025.

Based on Wedbush Securities's 13F filing for Q4 2025, filed 12 Feb 2026.