AF
PAL

Allworth Financial’s Proficient Auto Logistics PAL Stock Holding History

Allworth Financial’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.35K Buy
347
+344
+11,467% +$2.84K ﹤0.01% 4298
2025
Q4 		$29 Buy
+3
New +$24 ﹤0.01% 4896

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's PAL Position: Q1 2026 in Review

Allworth Financial increased its Proficient Auto Logistics (PAL) stake by 11,467% in Q1 2026, buying an estimated $2.84K and bringing the position to 347 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4298.

Allworth Financial first reported a position in PAL in Q4 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Allworth Financial held 347 shares of Proficient Auto Logistics worth $2.35K as of Q1 2026.
  • Allworth Financial bought 344 Proficient Auto Logistics shares in Q1 2026, an estimated $2.84K.
  • Proficient Auto Logistics made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4298 holding.
  • Allworth Financial first reported a position in Proficient Auto Logistics in Q4 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.