Optimist Retirement Group LLC
- SEC CIK
- 0002011850
- Latest filing
- Aug 10, 2026
PBI holding history
Pitney Bowes Inc in every 13F filed by Optimist Retirement Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PBI overviewAll 13F holders of PBIFull Q2 2026 holdings
- Shares (Q2 2026)
- 43,456
- Value
- $761.3K
- % of portfolio
- 0.3%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 43,456 | $761.3K | 0.3% | +1,389+3.3% | Added | Holders |
| Q1 2026 | 42,067 | $464.8K | 0.2% | +10,808+34.6% | Added | Holders |
| Q4 2025 | 31,259 | $330.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 31,259 | $356.7K | 0.2% | −3,165−9.2% | Reduced | Holders |
| Q2 2025 | 34,424 | $375.6K | 0.2% | +3,344+10.8% | Added | Holders |
| Q1 2025 | 31,080 | $281.3K | 0.1% | −4,570−12.8% | Reduced | Holders |
| Q4 2024 | 35,650 | $258.1K | 0.1% | +331+0.9% | Added | Holders |
| Q3 2024 | 35,319 | $251.8K | 0.1% | +35,319 | New | Holders |