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Kestra Advisory Services, LLC → PBI-PB
Kestra Advisory Services, LLC PBI-PB Position History
Pitney Bowes Inc. NT 43
Quarters held
5
Latest value
$1.7M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 103.7K | — | — |
| Q2 2026 | $1.9M | 107.9K | — | — |
| Q1 2026 | $1.2M | 111.1K | — | — |
| Q4 2025 | $1.2M | 113.8K | — | — |
| Q3 2025 | $1.3M | 112.9K | — | — |
Other funds holding PBI-PB
$226.7M
$190.9M
$189.3M
$158.7M
$107.8M
$107.8M