LSWP
PAL

Liberty Square Wealth Partners’s Proficient Auto Logistics PAL Stock Holding History

Liberty Square Wealth Partners’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 		$759K Buy
111,515
+49,339
+79% +$330K 0.18% 56
2026
Q1 		$422K Buy
+62,176
New +$513K 0.12% 84

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

Liberty Square Wealth Partners's PAL Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Proficient Auto Logistics (PAL) stake by 79% in Q2 2026, buying an estimated $330K and bringing the position to 111,515 shares worth $759K. The position accounts for 0.18% of the portfolio, ranked #56.

Liberty Square Wealth Partners first reported a position in PAL in Q1 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Liberty Square Wealth Partners held 111,515 shares of Proficient Auto Logistics worth $759K as of Q2 2026.
  • Liberty Square Wealth Partners bought 49,339 Proficient Auto Logistics shares in Q2 2026, an estimated $330K.
  • Proficient Auto Logistics made up 0.18% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Liberty Square Wealth Partners first reported a position in Proficient Auto Logistics in Q1 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.