Position in PBI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$905,274
+$274,564 QoQ
Shares Held
51,671
-9.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 348 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Advisory Services Network, LLC holds $17,310,014 across 8 Integrated Freight & Logistics names. PBI ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
59,430 | $6,388,722 | |
| 2 | FDX |
Fedex Corp
|
13,768 | $4,311,169 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
16,525 | $2,693,237 | |
| 4 | FWRD |
Forward Air Corp
|
72,798 | $983,500 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
6,465 | $976,215 | |
| 6 | PBI |
Pitney Bowes Inc /De/
This page
|
51,671 | $905,274 | |
| 7 | SERV |
Serve Robotics Inc. /DE/
|
122,539 | $806,306 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,304 | $245,591 |
All Filings in PBI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,274 | 51,671 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $630,710 | 57,078 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $488,894 | 46,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $604,443 | 52,975 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $564,493 | 51,741 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $637,056 | 70,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $357,641 | 49,398 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $15,408 | 3,502 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $13,210 | 3,396 | Shares | Sole | 2023-05-17 | |
| 2021-06-30 | $31,142 | 3,551 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $2,741 | 445 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,362 | 445 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $1,321 | 648 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||