OF
PAL

Optimize Financial’s Proficient Auto Logistics PAL Stock Holding History

Optimize Financial’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
Q1 		– Sell
-372,967
Closed -$3.6M – 482
2025
Q4 		$3.6M Sell
372,967
-86,732
-19% -$681K 1.81% 1
2025
Q3 		$3.17M Buy
459,699
+153,233
+50% +$1.13M 1.65% 1
2025
Q2 		$2.22M Buy
+306,466
New +$2.39M 1.36% 13

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's PAL Position: Q1 2026 in Review

Optimize Financial sold out of Proficient Auto Logistics (PAL) in Q1 2026, closing a stake of 372,967 shares — an estimated $3.6M sold.

Optimize Financial first reported a position in PAL in Q2 2025 and held it in 3 quarters. The position peaked at $3.6M in Q4 2025. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Optimize Financial reported no remaining Proficient Auto Logistics position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 372,967 Proficient Auto Logistics shares in Q1 2026, an estimated $3.6M.
  • Optimize Financial first reported a position in Proficient Auto Logistics in Q2 2025 and held it in 3 quarters.
  • Optimize Financial's Proficient Auto Logistics position peaked at $3.6M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.