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Trail Ridge Investment Advisors, LLC → PBI-PB

Trail Ridge Investment Advisors, LLC PBI-PB Position History

Pitney Bowes Inc. NT 43

Quarters held
5
Latest value
$315K
Q3 2026
Peak value
$379K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$238K
Q4 2025$249K
Q1 2026$249K
Q2 2026$379K
Q3 2026$315K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$315K19.3K——
Q2 2026$379K21.6K——
Q1 2026$249K22.5K——
Q4 2025$249K23.6K——
Q3 2025$238K20.9K——

Other funds holding PBI-PB

Other Trail Ridge Investment Advisors, LLC positions

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ETHA

ISHARES INC

$19.7M
GS-PD

GOLDMAN SACHS ETF TR

$19.6M