Position in PBI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$654,535
-$26,236 QoQ
Shares Held
59,234
-8.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Envestnet Portfolio Solutions, Inc. holds $12,615,365 across 8 Integrated Freight & Logistics names. PBI ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
48,055 | $4,727,650 | |
| 2 | FDX |
Fedex Corp
|
9,605 | $2,756,735 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
14,660 | $2,434,586 | |
| 4 | LSTR |
Landstar System Inc
|
5,300 | $849,643 | |
| 5 | PBI |
Pitney Bowes Inc /De/
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|
59,234 | $654,535 | |
| 6 | FWRD |
Forward Air Corp
|
25,523 | $426,489 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
2,767 | $396,317 | |
| 8 | HUBG |
Hub Group, Inc.
|
10,250 | $369,410 |
All Filings in PBI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $654,535 | 59,234 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $680,771 | 64,406 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $740,885 | 64,933 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $853,162 | 78,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $232,431 | 25,683 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $130,320 | 18,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $114,949 | 16,122 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $77,160 | 15,189 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $56,874 | 13,135 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $54,612 | 12,412 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||