CWA
PAL

CM Wealth Advisors’s Proficient Auto Logistics PAL Stock Holding History

CM Wealth Advisors’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 		$729K Buy
+107,013
New +$716K 0.13% 72

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

CM Wealth Advisors's PAL Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Proficient Auto Logistics (PAL) in Q2 2026: 107,013 shares worth $729K. The stake represents 0.13% of the portfolio and ranks #72 among its holdings.

116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • CM Wealth Advisors held 107,013 shares of Proficient Auto Logistics worth $729K as of Q2 2026.
  • Proficient Auto Logistics was a new CM Wealth Advisors position in Q2 2026.
  • Proficient Auto Logistics made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.