BTI
PAL

Blue Trust Inc’s Proficient Auto Logistics PAL Stock Holding History

Blue Trust Inc’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 		– Sell
-80
Closed -$771 – 2705
2025
Q4 		$771 Hold
80
– – ﹤0.01% 2333
2025
Q3 		$551 Buy
+80
New +$589 ﹤0.01% 2412

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

Blue Trust Inc's PAL Position: Q1 2026 in Review

Blue Trust Inc sold out of Proficient Auto Logistics (PAL) in Q1 2026, closing a stake of 80 shares — an estimated $771 sold.

Blue Trust Inc first reported a position in PAL in Q3 2025 and held it in 2 quarters. The position peaked at $771 in Q4 2025. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Blue Trust Inc reported no remaining Proficient Auto Logistics position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 80 Proficient Auto Logistics shares in Q1 2026, an estimated $771.
  • Blue Trust Inc first reported a position in Proficient Auto Logistics in Q3 2025 and held it in 2 quarters.
  • Blue Trust Inc's Proficient Auto Logistics position peaked at $771 in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.