EWA
PAL

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's PAL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Proficient Auto Logistics (PAL) stake by 374% in Q1 2026, buying an estimated $2.81K and bringing the position to 431 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

EverSource Wealth Advisors first reported a position in PAL in Q1 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • EverSource Wealth Advisors held 431 shares of Proficient Auto Logistics worth $2.92K as of Q1 2026.
  • EverSource Wealth Advisors bought 340 Proficient Auto Logistics shares in Q1 2026, an estimated $2.81K.
  • Proficient Auto Logistics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3501 holding.
  • EverSource Wealth Advisors first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.