Root Financial Partners
PAL icon

Root Financial Partners’s Proficient Auto Logistics PAL Stock Holding History

Root Financial Partners’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 		$175 Buy
+50
New +$287 ﹤0.01% 3543

Other funds holding PAL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's PAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Proficient Auto Logistics (PAL) in Q3 2026: 50 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #3543 among its holdings.

7 funds tracked by Wall St. Rank hold PAL as of Q3 2026.

  • Root Financial Partners held 50 shares of Proficient Auto Logistics worth $175 as of Q3 2026.
  • Proficient Auto Logistics was a new Root Financial Partners position in Q3 2026.
  • Proficient Auto Logistics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3543 holding.
  • 7 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.