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Nvest Wealth Strategies’s Pangaea Logistics PANL Stock Holding History

Nvest Wealth Strategies’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.5K Hold
1,000
– – ﹤0.01% 141
2026
Q1 		$7.08K Hold
1,000
– – 0.01% 137
2025
Q4 		$6.88K Buy
+1,000
New +$6.05K 0.01% 137

Other funds holding PANL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
LAM
Lakewood Asset Management Naperville, Illinois $182M AUM 22.41% 1-Year Est. Return

Nvest Wealth Strategies's PANL Position: Q2 2026 in Review

Nvest Wealth Strategies held its Pangaea Logistics (PANL) position steady in Q2 2026 at 1,000 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Nvest Wealth Strategies first reported a position in PANL in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.08K in Q1 2026. 46 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • Nvest Wealth Strategies held 1,000 shares of Pangaea Logistics worth $6.5K as of Q2 2026.
  • Nvest Wealth Strategies left its Pangaea Logistics share count unchanged in Q2 2026.
  • Pangaea Logistics made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #141 holding.
  • Nvest Wealth Strategies first reported a position in Pangaea Logistics in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Pangaea Logistics position peaked at $7.08K in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.