Position in PBI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,105,301
+$415,273 QoQ
Shares Held
63,088
+1.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#131
of 348 holders
Holding Since
Mar 2025
6 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, 2026HB Wealth Management, LLC holds $20,278,949 across 7 Integrated Freight & Logistics names. PBI ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
28,892 | $9,046,951 | |
| 2 | UPS |
United Parcel Service Inc
|
46,121 | $4,958,007 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
7,659 | $2,216,744 | |
| 4 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6,115 | $1,151,699 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
6,918 | $1,127,495 | |
| 6 | PBI |
Pitney Bowes Inc /De/
This page
|
63,088 | $1,105,301 | |
| 7 | LSTR |
Landstar System Inc
|
3,253 | $672,752 |
All Filings in PBI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,301 | 63,088 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $690,028 | 62,446 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $640,954 | 60,639 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $689,061 | 60,391 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $655,614 | 60,093 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $278,866 | 30,814 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||