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Trail Ridge Investment Advisors’s Pitney Bowes PBI Stock Holding History

Trail Ridge Investment Advisors’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$249K Sell
22,510
-1,074
-5% -$11.3K 0.11% 93
2025
Q4 		$249K Buy
23,584
+2,694
+13% +$27.9K 0.11% 97
2025
Q3 		$238K Buy
20,890
+1,008
+5% +$11.7K 0.11% 101
2025
Q2 		$226K Sell
19,882
-9,656
-33% -$90.9K 0.11% 100
2025
Q1 		$267K Buy
+29,538
New +$268K 0.14% 86

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Trail Ridge Investment Advisors's PBI Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Pitney Bowes (PBI) stake by 4.6% in Q1 2026, selling an estimated $11.3K and leaving 22,510 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #93.

Trail Ridge Investment Advisors first reported a position in PBI in Q1 2025 and has held it in 5 quarters since. The position peaked at $267K in Q1 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Trail Ridge Investment Advisors held 22,510 shares of Pitney Bowes worth $249K as of Q1 2026.
  • Trail Ridge Investment Advisors sold 1,074 Pitney Bowes shares in Q1 2026, an estimated $11.3K.
  • Pitney Bowes made up 0.11% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • Trail Ridge Investment Advisors first reported a position in Pitney Bowes in Q1 2025 and has held it in 5 quarters since.
  • Trail Ridge Investment Advisors's Pitney Bowes position peaked at $267K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.