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
Q2 		$1.87K Buy
275
+187
+213% +$1.25K ﹤0.01% 4263
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 $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

IFP Advisors's PAL Position: Q2 2026 in Review

IFP Advisors increased its Proficient Auto Logistics (PAL) stake by 213% in Q2 2026, buying an estimated $1.25K and bringing the position to 275 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4263.

IFP Advisors first reported a position in PAL in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • IFP Advisors held 275 shares of Proficient Auto Logistics worth $1.87K as of Q2 2026.
  • IFP Advisors bought 187 Proficient Auto Logistics shares in Q2 2026, an estimated $1.25K.
  • Proficient Auto Logistics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4263 holding.
  • IFP Advisors first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.