Jones Financial Companies
PAL

Jones Financial Companies’s Proficient Auto Logistics PAL Stock Holding History

Jones Financial Companies’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 		$3.6K Sell
500
-681
-58% -$4.55K ﹤0.01% 4245
2026
Q1 		$7.46K Buy
1,181
+500
+73% +$4.13K ﹤0.01% 3691
2025
Q4 		$6.57K Hold
681
– – ﹤0.01% 3399
2025
Q3 		$4.66K Hold
681
– – ﹤0.01% 3383
2025
Q2 		$4.75K Hold
681
– – ﹤0.01% 3151
2025
Q1 		$5.95K Buy
+681
New +$6.74K ﹤0.01% 2901

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

Jones Financial Companies's PAL Position: Q2 2026 in Review

Jones Financial Companies reduced its Proficient Auto Logistics (PAL) stake by 58% in Q2 2026, selling an estimated $4.55K and leaving 500 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

Jones Financial Companies first reported a position in PAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.46K in Q1 2026. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Jones Financial Companies held 500 shares of Proficient Auto Logistics worth $3.6K as of Q2 2026.
  • Jones Financial Companies sold 681 Proficient Auto Logistics shares in Q2 2026, an estimated $4.55K.
  • Proficient Auto Logistics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4245 holding.
  • Jones Financial Companies first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Proficient Auto Logistics position peaked at $7.46K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.