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Creative Planning PBI-PB Position History
Pitney Bowes Inc. NT 43
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $210K |
| Q4 2025 | $187K |
| Q1 2026 | $197K |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 89.2K | — | — |
| Q2 2026 | $1.5M | 88.4K | — | — |
| Q1 2026 | $197K | 17.9K | — | — |
| Q4 2025 | $187K | 17.7K | — | — |
| Q3 2025 | $210K | 18.4K | — | — |
Other funds holding PBI-PB
$226.7M
$190.9M
$189.3M
$158.7M
$107.8M
$107.8M