Carson Wealth (CWM LLC)
PAL

Carson Wealth (CWM LLC)’s Proficient Auto Logistics PAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$60.3K Buy
8,900
+7,471
+523% +$61.6K ﹤0.01% 3669
2025
Q4 		$14K Sell
1,429
-444
-24% -$3.48K ﹤0.01% 4396
2025
Q3 		$13K Buy
1,873
+1,268
+210% +$9.34K ﹤0.01% 4375
2025
Q2 		$4K Buy
605
+375
+163% +$2.93K ﹤0.01% 4724
2025
Q1 		$2K Buy
230
+185
+411% +$1.83K ﹤0.01% 4842
2024
Q4 		$0 Buy
+45
New +$447 ﹤0.01% 5215

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

Carson Wealth (CWM LLC)'s PAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Proficient Auto Logistics (PAL) stake by 523% in Q1 2026, buying an estimated $61.6K and bringing the position to 8,900 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Carson Wealth (CWM LLC) first reported a position in PAL in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,900 shares of Proficient Auto Logistics worth $60.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,471 Proficient Auto Logistics shares in Q1 2026, an estimated $61.6K.
  • Proficient Auto Logistics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3669 holding.
  • Carson Wealth (CWM LLC) first reported a position in Proficient Auto Logistics in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.