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
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 $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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 $114B AUM 41.71% 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

Raymond James Financial's PAL Position: Q1 2026 in Review

Raymond James Financial increased its Proficient Auto Logistics (PAL) stake by 2,003% in Q1 2026, buying an estimated $1.8M and bringing the position to 229,315 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

Raymond James Financial first reported a position in PAL in Q1 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

  • Raymond James Financial held 229,315 shares of Proficient Auto Logistics worth $1.55M as of Q1 2026.
  • Raymond James Financial bought 218,409 Proficient Auto Logistics shares in Q1 2026, an estimated $1.8M.
  • Proficient Auto Logistics made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3540 holding.
  • Raymond James Financial first reported a position in Proficient Auto Logistics in Q1 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.