Wealth Preservation Advisors’s Proficient Auto Logistics PAL Stock Holding History

Wealth Preservation 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 Q1	$142	Buy	+21	New	+$173	﹤0.01%	906

Other funds holding PAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's PAL Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Proficient Auto Logistics (PAL) in Q1 2026: 21 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

103 funds tracked by Wall St. Rank hold PAL as of Q1 2026.

Wealth Preservation Advisors held 21 shares of Proficient Auto Logistics worth $142 as of Q1 2026.
Proficient Auto Logistics was a new Wealth Preservation Advisors position in Q1 2026.
Proficient Auto Logistics made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #906 holding.
103 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.