GRP
PAL

Global Retirement Partners’s Proficient Auto Logistics PAL Stock Holding History

Global Retirement 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 		$2.3K Buy
+338
New +$2.26K ﹤0.01% 3960
2024
Q4 		$1.89K Buy
+234
New +$2.33K ﹤0.01% 3092

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

Global Retirement Partners's PAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Proficient Auto Logistics (PAL) in Q2 2026: 338 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #3960 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PAL as recently as Q4 2024.

Global Retirement Partners first reported a position in PAL in Q4 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Global Retirement Partners held 338 shares of Proficient Auto Logistics worth $2.3K as of Q2 2026.
  • Proficient Auto Logistics was a new Global Retirement Partners position in Q2 2026.
  • Proficient Auto Logistics made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3960 holding.
  • Global Retirement Partners first reported a position in Proficient Auto Logistics in Q4 2024 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.