CBIZ Investment Advisory Services, LLC
Position in PBI — Pitney Bowes Inc /De/
CIK 1795934
INDEPENDENCE, OH
Position in PBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,168
+$1,909 QoQ
Shares Held
295
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 350 holders
Holding Since
Mar 2020
17 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, 2026CBIZ Investment Advisory Services, LLC holds $43,827 across 4 Integrated Freight & Logistics names. PBI ranks #2 (11.8% of the industry book) .
All Filings in PBI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,168 | 295 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,259 | 295 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,118 | 295 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,365 | 295 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,309 | 395 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,574 | 395 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $2,859 | 395 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,103 | 295 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,498 | 295 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,277 | 295 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $2,126 | 295 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $2,587 | 295 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $2,430 | 295 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $1,817 | 295 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $1,566 | 295 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $767 | 295 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $601 | 295 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||