Back to PBI-PB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PBI-PB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PBI-PB Position History
Pitney Bowes Inc. NT 43
Quarters held
5
Latest value
$342K
Q3 2026
Peak value
$356K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $198K |
| Q4 2025 | $163K |
| Q1 2026 | $191K |
| Q2 2026 | $356K |
| Q3 2026 | $342K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $342K | 20.2K | — | — |
| Q2 2026 | $356K | 19.4K | — | — |
| Q1 2026 | $191K | 17.3K | — | — |
| Q4 2025 | $163K | 16.1K | — | — |
| Q3 2025 | $198K | 18.0K | — | — |
Other funds holding PBI-PB
$226.7M
$190.9M
$189.3M
$158.7M
$107.8M
$107.8M
$76.7M