Position in PBI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,795,969
+$19,653,955 QoQ
Shares Held
1,129,907
+8691.7% QoQ
Ownership
0.824%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 350 holders
Holding Since
Mar 2020
26 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, 2026BANK OF MONTREAL /CAN/ holds $305,133,731 across 11 Integrated Freight & Logistics names. PBI ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
312,868 | $97,968,351 | |
| 2 | UPS |
United Parcel Service Inc
|
808,821 | $86,948,256 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
174,685 | $32,900,169 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
82,125 | $23,769,435 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
142,479 | $23,221,224 | |
| 6 | PBI |
Pitney Bowes Inc /De/
This page
|
1,129,907 | $19,795,969 | |
| 7 | FDXF |
FedEx Freight Holding Company, Inc.
|
119,945 | $18,111,695 | |
| 8 | LSTR |
Landstar System Inc
|
5,885 | $1,217,074 |
All Filings in PBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,795,969 | 1,129,907 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $142,014 | 12,852 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,604,333 | 151,782 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,860,148 | 163,028 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $717,429 | 65,759 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $594,556 | 65,697 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $269,754 | 37,259 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $244,536 | 34,297 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $74,716 | 14,708 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $59,788 | 13,808 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $57,234 | 13,008 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $36,264 | 12,008 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $49,181 | 13,893 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $82,665 | 21,251 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $75,513 | 19,872 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $47,409 | 20,348 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $74,035 | 20,452 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $224,078 | 43,092 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $286,687 | 43,241 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $360,881 | 50,053 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $474,648 | 54,122 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $362,228 | 43,960 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $265,439 | 43,091 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $61,196 | 11,525 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,448 | 17,096 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $14,250 | 6,986 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||