Pinnacle Wealth Planning Services, Inc.
Position in PBI — Pitney Bowes Inc /De/
CIK 1726752
MANSFIELD, OH
Position in PBI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$47,006
+$18,100 QoQ
Shares Held
2,683
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 348 holders
Holding Since
Dec 2020
4 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,717,832 across 11 Integrated Freight & Logistics names. PBI ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
4,456 | $479,020 | |
| 2 | FDX |
Fedex Corp
|
1,276 | $399,553 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,323 | $249,173 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
|
1,096 | $178,626 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
574 | $166,132 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
627 | $94,677 | |
| 7 | HUBG |
Hub Group, Inc.
|
1,811 | $79,303 | |
| 8 | PBI |
Pitney Bowes Inc /De/
This page
|
2,683 | $47,006 |
All Filings in PBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,006 | 2,683 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,906 | 2,616 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,336 | 2,397 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,355 | 220 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||