Trail Ridge Investment Advisors, LLC PBI — PITNEY BOWES INC

Ownership history in Trail Ridge Investment Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Trail Ridge Investment Advisors, LLC reported PITNEY BOWES INC (PBI) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows PBI at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trail Ridge Investment Advisors, LLC's position in PITNEY BOWES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PBI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBI stock page Trail Ridge Investment Advisors, LLC fund profile Trail Ridge Investment Advisors, LLC full holdings
How Trail Ridge Investment Advisors, LLC held PBI — position size vs. price
% of Fund (quarterly)    PBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 19,282 -2,362 -10.9% 0.13% $315K 2026-10-16 $17.29
2026 Q2 REDUCED — — — 21,644 -866 -3.8% 0.16% $379K 2026-08-13 $16.65
2026 Q1 REDUCED — — — 22,510 -1,074 -4.6% 0.11% $249K 2026-05-05 $15.35
2025 Q4 ADDED — — — 23,584 +2,694 +12.9% 0.11% $249K 2026-01-28 $9.92
2025 Q3 ADDED — — — 20,890 +1,008 +5.1% 0.11% $238K 2025-10-20 $11.05
2025 Q2 REDUCED 32.7% +3.6% ❌ 19,882 -9,656 -32.7% 0.11% $226K 2025-08-05 $10.77
2025 Q1 INITIATED — — — 29,538 — — 0.14% $267K 2025-05-02 $8.65

🏢 Other funds also holding PBI

As of 2026 Q3 — sorted by position size

Solidarity Wealth, LLC 3Y 2.0% TSP Capital Management Group, LLC 3Y 7Y 0.25% Whalen Wealth Management Inc. 0.21% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% Crumly & Associates Inc. 3Y 0.04% Bison Wealth, LLC 0.03% FORM Wealth Advisors, LLC 0.03% Assenagon Asset Management S.A. 3Y 7Y 0.02% Triumph Capital Management 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01%

FAQ About Trail Ridge Investment Advisors, LLC and PBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trail Ridge Investment Advisors, LLC reported owning PBI?

Trail Ridge Investment Advisors, LLC reported PBI across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported PBI position in Trail Ridge Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for PBI was 0.16% in 2026 Q2.

What is the latest reported PBI position on this page?

The most recent filing on this page is 2026 Q3, when Trail Ridge Investment Advisors, LLC reported 19,282 shares, equal to 0.13% of portfolio, with an estimated market value of $315K.

What does the chart on this PBI ownership page compare?

The chart compares Trail Ridge Investment Advisors, LLC's quarterly PBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Trail Ridge Investment Advisors, LLC time their PBI position?

Based on 13F filing dates vs. subsequent PBI price moves, Trail Ridge Investment Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on PBI relative to SPY over the holding period was +466.9%.

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