Raymond James Financial
PAL

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
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

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

Raymond James Financial's PAL Position: Q2 2026 in Review

Raymond James Financial increased its Proficient Auto Logistics (PAL) stake by 68% in Q2 2026, buying an estimated $1.04M and bringing the position to 385,508 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3291.

Raymond James Financial first reported a position in PAL in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Raymond James Financial held 385,508 shares of Proficient Auto Logistics worth $2.63M as of Q2 2026.
  • Raymond James Financial bought 156,193 Proficient Auto Logistics shares in Q2 2026, an estimated $1.04M.
  • Proficient Auto Logistics made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3291 holding.
  • Raymond James Financial first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

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