Emerald Mutual Fund Advisers Trust’s Proficient Auto Logistics PAL Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-273,289	Closed	-$1.88M	–	235
2025 Q3	$1.88M	Sell	273,289 -50,000	-15%	-$368K	0.1%	130
2025 Q2	$2.35M	Hold	323,289	–	–	0.14%	122
2025 Q1	$2.71M	Buy	323,289 +181,838	+129%	+$1.8M	0.19%	110
2024 Q4	$1.14M	Sell	141,451 -317,905	-69%	-$3.16M	0.07%	135
2024 Q3	$6.51M	Sell	459,356 -292,660	-39%	-$5.29M	0.34%	96
2024 Q2	$12.1M	Buy	+752,016	New	+$11.5M	0.63%	59

Other funds holding PAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's PAL Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Proficient Auto Logistics (PAL) in Q4 2025, closing a stake of 273,289 shares — an estimated $1.88M sold.

Emerald Mutual Fund Advisers Trust first reported a position in PAL in Q2 2024 and held it in 6 quarters. The position peaked at $12.1M in Q2 2024. 87 funds tracked by Wall St. Rank hold PAL as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Proficient Auto Logistics position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 273,289 Proficient Auto Logistics shares in Q4 2025, an estimated $1.88M.
Emerald Mutual Fund Advisers Trust first reported a position in Proficient Auto Logistics in Q2 2024 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's Proficient Auto Logistics position peaked at $12.1M in Q2 2024.
87 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.