Position in PBI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$54,662
+$54,033 QoQ
Shares Held
3,120
+5373.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 72 holders
Holding Since
Mar 2020
19 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, 2026IFP Advisors, Inc holds $7,031,978 across 14 Integrated Freight & Logistics names. PBI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
46,661 | $5,016,057 | |
| 2 | FDX |
Fedex Corp
|
2,571 | $805,057 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
1,301 | $376,548 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,997 | $376,114 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
1,263 | $190,713 | |
| 6 | LSTR |
Landstar System Inc
|
493 | $101,957 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
573 | $93,387 | |
| 8 | PBI |
Pitney Bowes Inc /De/
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|
3,120 | $54,662 |
All Filings in PBI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,662 | 3,120 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $629 | 57 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,399 | 700 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,508 | 921 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,866 | 721 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-04 | |
| 2023-06-30 | $354 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $760 | 200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $237 | 102 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $369 | 102 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $530 | 102 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $124,432 | 20,200 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $101,952 | 19,200 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $49,920 | 19,200 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,168 | 19,200 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||