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West Financial Advisors’s Pangaea Logistics PANL Stock Holding History

West Financial Advisors’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6K Hold
400
– – ﹤0.01% 163
2026
Q1 		$2.83K Buy
400
+200
+100% +$1.58K ﹤0.01% 158
2025
Q4 		$1.38K Hold
200
– – ﹤0.01% 210
2025
Q3 		$1.02K Hold
200
– – ﹤0.01% 174
2025
Q2 		$940 Buy
+200
New +$888 ﹤0.01% 192

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

West Financial Advisors's PANL Position: Q2 2026 in Review

West Financial Advisors held its Pangaea Logistics (PANL) position steady in Q2 2026 at 400 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

West Financial Advisors first reported a position in PANL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.83K in Q1 2026. 21 funds tracked by Wall St. Rank hold PANL as of Q2 2026.

  • West Financial Advisors held 400 shares of Pangaea Logistics worth $2.6K as of Q2 2026.
  • West Financial Advisors left its Pangaea Logistics share count unchanged in Q2 2026.
  • Pangaea Logistics made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • West Financial Advisors first reported a position in Pangaea Logistics in Q2 2025 and has held it in 5 quarters since.
  • West Financial Advisors's Pangaea Logistics position peaked at $2.83K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Pangaea Logistics as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.