Position in PBI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$246,558
+$12,613 QoQ
Shares Held
22,313
+0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026Allworth Financial LP holds $25,606,391 across 14 Integrated Freight & Logistics names. PBI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
184,338 | $18,135,172 | |
| 2 | FDX |
Fedex Corp
|
13,077 | $4,657,766 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
6,792 | $972,818 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
4,547 | $963,509 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,532 | $254,419 | |
| 6 | LSTR |
Landstar System Inc
|
1,587 | $254,411 | |
| 7 | PBI |
Pitney Bowes Inc /De/
This page
|
22,313 | $246,558 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
2,469 | $62,144 |
All Filings in PBI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,558 | 22,313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $233,945 | 22,133 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $251,099 | 22,007 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $239,954 | 21,994 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $194,602 | 21,503 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $919 | 127 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $905 | 127 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $640 | 126 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $536 | 124 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $888 | 202 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,863 | 617 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,184 | 617 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,388 | 614 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,325 | 612 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,418 | 609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,193 | 606 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,140 | 604 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,991 | 602 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,333 | 601 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,253 | 599 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,927 | 598 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,677 | 597 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,164 | 596 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,544 | 594 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,205 | 591 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||