BIG
PAL

Brookwood Investment Group’s Proficient Auto Logistics PAL Stock Holding History

Brookwood Investment Group’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
2025
Q4 		– Sell
-18,500
Closed -$2.74K – 576
2025
Q3 		$2.74K Sell
18,500
-18,800
-50% -$138K ﹤0.01% 479
2025
Q2 		$30.4K Buy
+37,300
New +$291K ﹤0.01% 447

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 $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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 $114B AUM 41.71% 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

Brookwood Investment Group's PAL Position: Q1 2026 in Review

Brookwood Investment Group sold out of Proficient Auto Logistics (PAL) in Q1 2026, closing a stake of 47,970 shares — an estimated $462K sold.

Brookwood Investment Group first reported a position in PAL in Q1 2025 and held it in 4 quarters. The position peaked at $519K in Q1 2025. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Brookwood Investment Group reported no remaining Proficient Auto Logistics position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 47,970 Proficient Auto Logistics shares in Q1 2026, an estimated $462K.
  • Brookwood Investment Group first reported a position in Proficient Auto Logistics in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Proficient Auto Logistics position peaked at $519K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.