PBI — PITNEY BOWES INC

Ownership history in CHOREO, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in PITNEY BOWES INC (PBI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 32,970 -1,060 -3.1% 0.00% $376K $11.21
2025 Q2 ADDED 34,030 +20,199 +146.0% 0.01% $371K $10.64
2025 Q1 REDUCED 13,831 -34,729 -71.5% 0.00% $125K $8.76
2024 Q4 REDUCED 48,560 -1,217 -2.4% 0.01% $352K $6.97
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PBI price (monthly, adj. close)

Other funds also holding PBI

As of 2025 Q4 — sorted by position size

Permit Capital, LLC 3Y 7Y 10.69% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 5.08% Evergreen Wealth Management, LLC 3Y 3.72% Solidarity Wealth, LLC 3Y 1.28% REDMONT WEALTH ADVISORS LLC 3Y 1.23% Gifford Fong Associates 3Y 7Y 1.08% Westside Investment Management, Inc. 3Y 7Y 1.05% Diametric Capital, LP 3Y 7Y 0.67% Maxi Investments CY Ltd 3Y 0.61% Cruiser Capital Advisors, LLC 3Y 7Y 0.56%
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