WAG
PAL

Windsor Advisory Group’s Proficient Auto Logistics PAL Stock Holding History

Windsor Advisory 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
2025
Q4 		– Sell
-36,836
Closed -$254K – 98
2025
Q3 		$254K Buy
+36,836
New +$271K 0.22% 55

Other funds holding PAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $16B AUM 4.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Advisory Group's PAL Position: Q4 2025 in Review

Windsor Advisory Group sold out of Proficient Auto Logistics (PAL) in Q4 2025, closing a stake of 36,836 shares — an estimated $254K sold.

Windsor Advisory Group first reported a position in PAL in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 87 funds tracked by Wall St. Rank hold PAL as of Q4 2025.

  • Windsor Advisory Group reported no remaining Proficient Auto Logistics position as of Q4 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 36,836 Proficient Auto Logistics shares in Q4 2025, an estimated $254K.
  • Windsor Advisory Group first reported a position in Proficient Auto Logistics in Q3 2025 and held it in 1 quarter.
  • Windsor Advisory Group's Proficient Auto Logistics position peaked at $254K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Proficient Auto Logistics as of Q4 2025.

Based on Windsor Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.