EP
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Essential Partners’s Proficient Auto Logistics PAL Stock Holding History

Essential Partners’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
Q3 		$3 Sell
1
-69
-99% -$397 ﹤0.01% 2850
2026
Q2 		$477 Sell
70
-310
-82% -$2.07K ﹤0.01% 2488
2026
Q1 		$2.58K Buy
380
+221
+139% +$1.82K ﹤0.01% 1901
2025
Q4 		$1.53K Sell
159
-16
-9% -$126 ﹤0.01% 1886
2025
Q3 		$1.21K Buy
+175
New +$1.29K ﹤0.01% 1962

Other funds holding PAL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's PAL Position: Q3 2026 in Review

Essential Partners reduced its Proficient Auto Logistics (PAL) stake by 99% in Q3 2026, selling an estimated $397 and leaving 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #2850.

Essential Partners first reported a position in PAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.58K in Q1 2026. 6 funds tracked by Wall St. Rank hold PAL as of Q3 2026.

  • Essential Partners held 1 share of Proficient Auto Logistics worth $3 as of Q3 2026.
  • Essential Partners sold 69 Proficient Auto Logistics shares in Q3 2026, an estimated $397.
  • Proficient Auto Logistics made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2850 holding.
  • Essential Partners first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Proficient Auto Logistics position peaked at $2.58K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.