EP
PAL

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
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

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

Essential Partners's PAL Position: Q2 2026 in Review

Essential Partners reduced its Proficient Auto Logistics (PAL) stake by 82% in Q2 2026, selling an estimated $2.07K and leaving 70 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Essential Partners first reported a position in PAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.58K in Q1 2026. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Essential Partners held 70 shares of Proficient Auto Logistics worth $477 as of Q2 2026.
  • Essential Partners sold 310 Proficient Auto Logistics shares in Q2 2026, an estimated $2.07K.
  • Proficient Auto Logistics made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2488 holding.
  • Essential Partners first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Proficient Auto Logistics position peaked at $2.58K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.