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
Q2 		$1.81K Sell
266
-81
-23% -$542 ﹤0.01% 4545
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allworth Financial's PAL Position: Q2 2026 in Review

Allworth Financial reduced its Proficient Auto Logistics (PAL) stake by 23% in Q2 2026, selling an estimated $542 and leaving 266 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #4545.

Allworth Financial first reported a position in PAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.35K in Q1 2026. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Allworth Financial held 266 shares of Proficient Auto Logistics worth $1.81K as of Q2 2026.
  • Allworth Financial sold 81 Proficient Auto Logistics shares in Q2 2026, an estimated $542.
  • Proficient Auto Logistics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4545 holding.
  • Allworth Financial first reported a position in Proficient Auto Logistics in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Proficient Auto Logistics position peaked at $2.35K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.