TFA
PAL

Transamerica Financial Advisors’s Proficient Auto Logistics PAL Stock Holding History

Transamerica Financial Advisors’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 		$388 Buy
+57
New +$381 ﹤0.01% 1745
2026
Q1 		– Sell
-8
Closed -$77 – 2119
2025
Q4 		$77 Sell
8
-3
-27% -$24 ﹤0.01% 1714
2025
Q3 		$76 Buy
+11
New +$81 ﹤0.01% 1543

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

Transamerica Financial Advisors's PAL Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Proficient Auto Logistics (PAL) in Q2 2026: 57 shares worth $388. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in PAL as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in PAL in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • Transamerica Financial Advisors held 57 shares of Proficient Auto Logistics worth $388 as of Q2 2026.
  • Proficient Auto Logistics was a new Transamerica Financial Advisors position in Q2 2026.
  • Proficient Auto Logistics made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1745 holding.
  • Transamerica Financial Advisors first reported a position in Proficient Auto Logistics in Q3 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.