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

EverSource 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	$2.77K	Sell	407 -24	-6%	-$161	﹤0.01%	3578
2026 Q1	$2.92K	Buy	431 +340	+374%	+$2.81K	﹤0.01%	3501
2025 Q4	$878	Buy	91 +13	+17%	+$102	﹤0.01%	3740
2025 Q3	$537	Buy	78 +46	+144%	+$339	﹤0.01%	3932
2025 Q2	$232	Buy	32 +6	+23%	+$47	﹤0.01%	4038
2025 Q1	$218	Buy	+26	New	+$257	﹤0.01%	3690

Other funds holding PAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Proficient Auto Logistics (PAL) stake by 5.6% in Q2 2026, selling an estimated $161 and leaving 407 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3578.

EverSource Wealth Advisors first reported a position in PAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.92K in Q1 2026. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

EverSource Wealth Advisors held 407 shares of Proficient Auto Logistics worth $2.77K as of Q2 2026.
EverSource Wealth Advisors sold 24 Proficient Auto Logistics shares in Q2 2026, an estimated $161.
Proficient Auto Logistics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3578 holding.
EverSource Wealth Advisors first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Proficient Auto Logistics position peaked at $2.92K in Q1 2026.
116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.