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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
Q2 		$379K Sell
21,644
-866
-4% -$13.2K 0.16% 74
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trail Ridge Investment Advisors's PBI Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Pitney Bowes (PBI) stake by 3.8% in Q2 2026, selling an estimated $13.2K and leaving 21,644 shares worth $379K. The position accounts for 0.16% of the portfolio, ranked #74.

Trail Ridge Investment Advisors first reported a position in PBI in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • Trail Ridge Investment Advisors held 21,644 shares of Pitney Bowes worth $379K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 866 Pitney Bowes shares in Q2 2026, an estimated $13.2K.
  • Pitney Bowes made up 0.16% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Trail Ridge Investment Advisors first reported a position in Pitney Bowes in Q1 2025 and has held it in 6 quarters since.
  • 350 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.