Back to PBI-PB
Optimist Retirement Group LLC → PBI-PB
Optimist Retirement Group LLC PBI-PB Position History
Pitney Bowes Inc. NT 43
Quarters held
5
Latest value
$709K
Q3 2026
Peak value
$761K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $357K |
| Q4 2025 | $330K |
| Q1 2026 | $465K |
| Q2 2026 | $761K |
| Q3 2026 | $709K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $709K | 43.5K | — | — |
| Q2 2026 | $761K | 43.5K | — | — |
| Q1 2026 | $465K | 42.1K | — | — |
| Q4 2025 | $330K | 31.3K | — | — |
| Q3 2025 | $357K | 31.3K | — | — |
Other funds holding PBI-PB
$226.7M
$190.9M
$189.3M
$158.7M
$107.8M
$107.8M
$76.7M