Position in PBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$287,590
+$125,553 QoQ
Shares Held
16,415
+11.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#216
of 348 holders
Holding Since
Mar 2026
2 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, 2026VestGen Advisors, LLC holds $12,239,314 across 6 Integrated Freight & Logistics names. PBI ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
87,060 | $9,358,950 | |
| 2 | HUBG |
Hub Group, Inc.
|
19,398 | $849,438 | |
| 3 | FDX |
Fedex Corp
|
2,466 | $772,178 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
1,787 | $517,211 | |
| 5 | LSTR |
Landstar System Inc
|
2,195 | $453,947 | |
| 6 | PBI |
Pitney Bowes Inc /De/
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|
16,415 | $287,590 |
All Filings in PBI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,590 | 16,415 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $162,037 | 14,664 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||