Position in PBI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,890,250
+$663,015 QoQ
Shares Held
107,891
-2.9% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 72 holders
Holding Since
Jun 2022
10 quarters on record
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $66,454,351 across 7 Integrated Freight & Logistics names. PBI ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
381,835 | $41,047,262 | |
| 2 | FDX |
Fedex Corp
|
46,639 | $14,604,070 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
15,307 | $4,430,305 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
20,857 | $3,149,407 | |
| 5 | PBI |
Pitney Bowes Inc /De/
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|
107,891 | $1,890,250 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
5,368 | $1,011,009 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
1,976 | $322,048 |
All Filings in PBI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,250 | 107,891 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,227,235 | 111,062 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,202,728 | 113,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,288,531 | 112,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,279,633 | 117,290 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $829,830 | 91,694 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $606,234 | 83,734 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $63,308 | 14,621 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $23,926 | 10,269 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $40,026 | 11,057 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||