Integrated Wealth Concepts’s Proficient Auto Logistics PAL Stock Holding History

Integrated Wealth Concepts’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	$13.4K	Buy	+1,974	New	+$13.2K	﹤0.01%	4386

Other funds holding PAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Integrated Wealth Concepts's PAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Proficient Auto Logistics (PAL) in Q2 2026: 1,974 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #4386 among its holdings.

116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

Integrated Wealth Concepts held 1,974 shares of Proficient Auto Logistics worth $13.4K as of Q2 2026.
Proficient Auto Logistics was a new Integrated Wealth Concepts position in Q2 2026.
Proficient Auto Logistics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4386 holding.
116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.