Position in PBI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,002,669
+$353,383 QoQ
Shares Held
57,230
-2.6% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 350 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Derivatives in PBI
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,585
PutShares
31,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Sigma Planning Corp holds $8,972,190 across 9 Integrated Freight & Logistics names. PBI ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
33,991 | $3,654,032 | |
| 2 | FDX |
Fedex Corp
|
6,859 | $2,147,758 | |
| 3 | PBI |
Pitney Bowes Inc /De/
This page
|
57,230 | $1,002,669 | |
| 4 | GXO |
GXO Logistics, Inc.
|
18,080 | $916,656 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
3,401 | $513,551 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
1,494 | $243,492 | |
| 7 | JBHT |
Hunt J B Transport Services Inc
|
731 | $211,573 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,085 | $204,348 |
All Filings in PBI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,669 | 57,230 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $649,286 | 58,759 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $627,276 | 59,345 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $688,696 | 60,359 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $685,944 | 62,873 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $730,235 | 80,689 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $617,934 | 85,350 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $616,695 | 86,493 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $444,921 | 87,583 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $376,787 | 87,018 | Shares | Sole | 2024-05-02 | |
| 2024-03-31 | $1,585 | 31,200 | Put | Sole | 2024-05-02 | |
| 2023-12-31 | $202,866 | 46,106 | Shares | Sole | 2024-02-01 | |
| 2023-12-31 | $4,904 | 10,300 | Put | Sole | 2024-02-01 | |
| 2023-09-30 | $46,810 | 15,500 | Put | Sole | 2023-11-06 | |
| 2023-09-30 | $285,115 | 94,409 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $301,144 | 85,069 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $318,820 | 81,959 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $307,397 | 80,894 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $198,865 | 85,350 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $302,946 | 83,687 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $422,344 | 81,220 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $490,832 | 74,032 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $486,869 | 67,527 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $573,812 | 65,429 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $519,696 | 63,070 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $371,577 | 60,321 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $310,597 | 58,493 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $188,349 | 72,442 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $142,926 | 70,062 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||