IA
PAL

IFP Advisors’s Proficient Auto Logistics PAL Stock Holding History

IFP 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 		$597 Buy
88
+85
+2,833% +$701 ﹤0.01% 4374
2025
Q4 		$29 Hold
3
– – ﹤0.01% 4766
2025
Q3 		$21 Buy
+3
New +$22 ﹤0.01% 4755
2025
Q2 		– Hold
0
– – – 4675

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

IFP Advisors's PAL Position: Q1 2026 in Review

IFP Advisors increased its Proficient Auto Logistics (PAL) stake by 2,833% in Q1 2026, buying an estimated $701 and bringing the position to 88 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

IFP Advisors first reported a position in PAL in Q3 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • IFP Advisors held 88 shares of Proficient Auto Logistics worth $597 as of Q1 2026.
  • IFP Advisors bought 85 Proficient Auto Logistics shares in Q1 2026, an estimated $701.
  • Proficient Auto Logistics made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4374 holding.
  • IFP Advisors first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.