UBS Group
PAL

UBS Group’s Proficient Auto Logistics PAL Stock Holding History

UBS Group’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 		$324K Sell
47,581
-81,466
-63% -$545K ﹤0.01% 6495
2026
Q1 		$875K Buy
129,047
+36,092
+39% +$298K ﹤0.01% 5658
2025
Q4 		$896K Sell
92,955
-16,141
-15% -$127K ﹤0.01% 5669
2025
Q3 		$752K Sell
109,096
-13,641
-11% -$100K ﹤0.01% 5793
2025
Q2 		$891K Sell
122,737
-48,811
-28% -$381K ﹤0.01% 5550
2025
Q1 		$1.44M Buy
171,548
+107,003
+166% +$1.06M ﹤0.01% 4984
2024
Q4 		$521K Buy
64,545
+57,085
+765% +$568K ﹤0.01% 5815
2024
Q3 		$106K Buy
+7,460
New +$135K ﹤0.01% 6314

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

UBS Group's PAL Position: Q2 2026 in Review

UBS Group reduced its Proficient Auto Logistics (PAL) stake by 63% in Q2 2026, selling an estimated $545K and leaving 47,581 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #6495.

UBS Group first reported a position in PAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2025. 116 funds tracked by Wall St. Rank hold PAL as of Q2 2026.

  • UBS Group held 47,581 shares of Proficient Auto Logistics worth $324K as of Q2 2026.
  • UBS Group sold 81,466 Proficient Auto Logistics shares in Q2 2026, an estimated $545K.
  • Proficient Auto Logistics made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6495 holding.
  • UBS Group first reported a position in Proficient Auto Logistics in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's Proficient Auto Logistics position peaked at $1.44M in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.