Wealth Enhancement Trust Services, Inc.
Position in PBI — Pitney Bowes Inc /De/
CIK 2067696
SIOUX FALLS, SD
Position in PBI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$30,695
New position
Shares Held
1,752
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 348 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $333,853 across 9 Integrated Freight & Logistics names. PBI ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
489 | $153,120 | |
| 2 | UPS |
United Parcel Service Inc
|
871 | $93,632 | |
| 3 | PBI |
Pitney Bowes Inc /De/
This page
|
1,752 | $30,695 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
91 | $26,337 | |
| 5 | CHRW |
C. H. Robinson Worldwide, Inc.
|
59 | $11,112 | |
| 6 | LSTR |
Landstar System Inc
|
48 | $9,926 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
52 | $8,474 | |
| 8 | HUBG |
Hub Group, Inc.
|
7 | $306 |
All Filings in PBI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,695 | 1,752 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||