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 Q3	$775	Sell	222 -53	-19%	-$305	﹤0.01%	4561
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's PAL Position: Q3 2026 in Review

IFP Advisors reduced its Proficient Auto Logistics (PAL) stake by 19% in Q3 2026, selling an estimated $305 and leaving 222 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #4561.

IFP Advisors first reported a position in PAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.87K in Q2 2026. 6 funds tracked by Wall St. Rank hold PAL as of Q3 2026.

IFP Advisors held 222 shares of Proficient Auto Logistics worth $775 as of Q3 2026.
IFP Advisors sold 53 Proficient Auto Logistics shares in Q3 2026, an estimated $305.
Proficient Auto Logistics made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4561 holding.
IFP Advisors first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's Proficient Auto Logistics position peaked at $1.87K in Q2 2026.
6 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.