Raymond James Financial
PAL icon

Raymond James Financial’s Proficient Auto Logistics PAL Stock Holding History

Raymond James 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
Q3 		$1.68M Buy
481,526
+96,018
+25% +$552K ﹤0.01% 3641
2026
Q2 		$2.63M Buy
385,508
+156,193
+68% +$1.04M ﹤0.01% 3291
2026
Q1 		$1.55M Buy
229,315
+218,409
+2,003% +$1.8M ﹤0.01% 3540
2025
Q4 		$105K Buy
+10,906
New +$85.6K ﹤0.01% 4915
2025
Q3 		– Sell
-8,795
Closed -$63.9K – 6887
2025
Q2 		$63.9K Sell
8,795
-1,567
-15% -$12.2K ﹤0.01% 5080
2025
Q1 		$86.7K Buy
+10,362
New +$102K ﹤0.01% 4569

Other funds holding PAL

Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
De Lisle Partners
De Lisle Partners Poole, United Kingdom $821M AUM 29.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Raymond James Financial's PAL Position: Q3 2026 in Review

Raymond James Financial increased its Proficient Auto Logistics (PAL) stake by 25% in Q3 2026, buying an estimated $552K and bringing the position to 481,526 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

Raymond James Financial first reported a position in PAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.63M in Q2 2026. 77 funds tracked by Wall St. Rank hold PAL as of Q3 2026.

  • Raymond James Financial held 481,526 shares of Proficient Auto Logistics worth $1.68M as of Q3 2026.
  • Raymond James Financial bought 96,018 Proficient Auto Logistics shares in Q3 2026, an estimated $552K.
  • Proficient Auto Logistics made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3641 holding.
  • Raymond James Financial first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 6 quarters since.
  • Raymond James Financial's Proficient Auto Logistics position peaked at $2.63M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.