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Westside Investment Management, Inc. → PBI-PB

Westside Investment Management, Inc. PBI-PB Position History

Pitney Bowes Inc. NT 43

Quarters held
5
Latest value
$9.7M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.9M
Q4 2025$6.5M
Q1 2026$6.8M
Q2 2026$10.5M
Q3 2026$9.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.7M596.6K——
Q2 2026$10.5M601.7K——
Q1 2026$6.8M614.0K——
Q4 2025$6.5M618.4K——
Q3 2025$6.9M607.6K——

Other funds holding PBI-PB

Other Westside Investment Management, Inc. positions

VGES

VANGUARD HIGH

$23.9M
VGES

VANGUARD ETFGH

$23.5M
VGES

VANGUARD MORNINGSTAR

$22.4M
VGES

VANGUARD HIGH

$22.4M
QQQ

INVESCO QQQ

$22.2M
QQQ

INVESCO QQQ

$21.5M
VGES

VANGUARD TOTAL

$21M
VGES

VANGUARD HIGH

$20.8M