Position in PBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,644
+$6,147 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 348 holders
Holding Since
Dec 2025
3 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, 2026Private Wealth Asset Management, LLC holds $533,135 across 6 Integrated Freight & Logistics names. PBI ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
3,389 | $364,317 | |
| 2 | FDX |
Fedex Corp
|
252 | $78,908 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
247 | $46,519 | |
| 4 | PBI |
Pitney Bowes Inc /De/
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|
950 | $16,644 | |
| 5 | LSTR |
Landstar System Inc
|
68 | $14,063 | |
| 6 | FDXF |
FedEx Freight Holding Company, Inc.
|
84 | $12,684 |
All Filings in PBI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,644 | 950 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,497 | 950 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,041 | 950 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||