Stifel Financial
PAL

Stifel Financial’s Proficient Auto Logistics PAL Stock Holding History

Stifel 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
2025
Q3 		– Sell
-19,900
Closed -$144K – 3669
2025
Q2 		$144K Buy
19,900
+8,121
+69% +$63.4K ﹤0.01% 3316
2025
Q1 		$98.6K Buy
+11,779
New +$117K ﹤0.01% 3298

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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 $276B AUM 44.8% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's PAL Position: Q3 2025 in Review

Stifel Financial sold out of Proficient Auto Logistics (PAL) in Q3 2025, closing a stake of 19,900 shares — an estimated $144K sold.

Stifel Financial first reported a position in PAL in Q1 2025 and held it in 2 quarters. The position peaked at $144K in Q2 2025. 85 funds tracked by Wall St. Rank hold PAL as of Q3 2025.

  • Stifel Financial reported no remaining Proficient Auto Logistics position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 19,900 Proficient Auto Logistics shares in Q3 2025, an estimated $144K.
  • Stifel Financial first reported a position in Proficient Auto Logistics in Q1 2025 and held it in 2 quarters.
  • Stifel Financial's Proficient Auto Logistics position peaked at $144K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.