PAL — PROFICIENT AUTO LOGISTICS IN
Reported value held$85.59M
Funds holding (latest)34
SectorConsumer Discretionary
Funds holding (Q2 2026)30
Institutional value$71.79M · 10.56M sh
New / Add / Cut / Exit5 / 17 / 5 / 0
Top-5 / Top-10 concentration76.6% / 91.0%
Institutional holdings change
Accumulating +10.8%
(+1.03M sh)
Institutional value change
Up +11.3%
As of Q2 2026, 30 SEC-registered investment managers reported holding PAL (PROFICIENT AUTO LOGISTICS IN) in their latest 13F filings, with a combined reported value of $71.79M across 10.56M shares. That is +10.8% by share count (+1.03M shares) versus the previous quarter, while reported value moved +11.3%. Ownership is concentrated: the five largest holders account for 76.6% of reported value and the top ten for 91.0%.
Compared with the prior quarter, 5 opened new positions, 17 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
PAL is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.17M | $28.37M | 0.00% | Hold |
| BlackRock Inc history | 1.62M | $11.01M | 0.00% | Add |
| Royce & Associates history | 1.08M | $7.33M | 0.06% | Add |
| Geode Capital Management history | 642.20K | $4.37M | 0.00% | Add |
| Morgan Stanley history | 572.28K | $3.90M | 0.00% | Add |
| Millennium Management history | 512.00K | $3.49M | 0.00% | Reduce |
| AQR Capital Management history | 382.13K | $2.60M | 0.00% | Add |
| Marshall Wace history | 229.60K | $1.56M | 0.00% | New |
| Charles Schwab Investment Management history | 206.09K | $1.40M | 0.00% | Add |
| Northern Trust Corp history | 194.01K | $1.32M | 0.00% | Add |
| Norges Bank Investment Management history | 191.40K | $1.30M | 0.00% | New |
| Goldman Sachs Group history | 157.56K | $1.07M | 0.00% | Add |
| Citadel Advisors history | 137.77K | $938.23K | 0.00% | Add |
| BNY Mellon history | 72.50K | $493.71K | 0.00% | Add |
| Point72 Asset Management history | 52.24K | $355.74K | 0.00% | New |
| UBS Group AG history | 47.58K | $324.03K | 0.00% | Reduce |
| CPP Investments history | 38.90K | $264.91K | 0.00% | Add |
| Renaissance Technologies history | 37.70K | $256.74K | 0.00% | Reduce |
| Invesco Ltd history | 33.02K | $224.88K | 0.00% | Add |
| Arrowstreet Capital history | 31.23K | $212.71K | 0.00% | Hold |
| Two Sigma Investments history | 30.73K | $209.26K | 0.00% | New |
| Bank of America Corp history | 21.27K | $144.81K | 0.00% | Reduce |
| Deutsche Bank AG history | 21.16K | $144.10K | 0.00% | Add |
| Wells Fargo & Co history | 20.68K | $140.86K | 0.00% | Add |
| Franklin Resources history | 20.63K | $140.49K | 0.00% | Add |
| JPMorgan Chase & Co history | 16.43K | $115.82K | 0.00% | New |
| Citigroup Inc history | 11.60K | $79.01K | 0.00% | Add |
| Legal & General Investment Management America history | 2.15K | $14.61K | 0.00% | Hold |
| PNC Financial Services history | 215 | $1.46K | 0.00% | Reduce |
| T. Rowe Price Associates history | 16.62K | $114 | 0.00% | Add |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.17M | $28.29M | 0.00% | Hold |
| BlackRock Inc history | 1.50M | $10.19M | 0.00% | Reduce |
| Royce & Associates history | 699.32K | $4.74M | 0.05% | Add |
| Millennium Management history | 673.05K | $4.56M | 0.00% | Add |
| Geode Capital Management history | 608.35K | $4.13M | 0.00% | Add |
| Morgan Stanley history | 344.69K | $2.34M | 0.00% | Add |
| Bank of America Corp history | 324.24K | $2.20M | 0.00% | Add |
| AQR Capital Management history | 267.65K | $1.81M | 0.00% | Add |
| Charles Schwab Investment Management history | 181.25K | $1.23M | 0.00% | Reduce |
| Northern Trust Corp history | 180.93K | $1.23M | 0.00% | Add |
| UBS Group AG history | 129.05K | $874.94K | 0.00% | Add |
| Citadel Advisors history | 127.30K | $863.09K | 0.00% | Add |
| BNY Mellon history | 70.63K | $478.85K | 0.00% | Reduce |
| Goldman Sachs Group history | 52.35K | $354.93K | 0.00% | Add |
| Renaissance Technologies history | 45.90K | $311.20K | 0.00% | Reduce |
| Arrowstreet Capital history | 31.23K | $211.77K | 0.00% | New |
| CPP Investments history | 25.10K | $170.18K | 0.00% | Add |
| Invesco Ltd history | 24.65K | $167.13K | 0.00% | Add |
| Deutsche Bank AG history | 20.46K | $138.75K | 0.00% | Add |
| Franklin Resources history | 17.39K | $117.92K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.16K | $62.10K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.15K | $14.55K | 0.00% | Hold |
| Citigroup Inc history | 1.05K | $7.09K | 0.00% | Add |
| PNC Financial Services history | 289 | $1.96K | 0.00% | Reduce |
| T. Rowe Price Associates history | 15.64K | $107 | 0.00% | Hold |
Q4 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.17M | $40.24M | 0.00% | Add |
| BlackRock Inc history | 1.52M | $14.63M | 0.00% | Add |
| Vanguard Group history | 1.26M | $12.15M | 0.00% | Add |
| Millennium Management history | 614.64K | $5.93M | 0.00% | Reduce |
| Royce & Associates history | 605.29K | $5.83M | 0.06% | New |
| Geode Capital Management history | 583.37K | $5.63M | 0.00% | Add |
| Franklin Resources history | 379.38K | $3.66M | 0.00% | Reduce |
| Bank of America Corp history | 315.14K | $3.04M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 197.98K | $1.91M | 0.00% | Add |
| Northern Trust Corp history | 175.43K | $1.69M | 0.00% | Reduce |
| UBS Group AG history | 92.95K | $896.09K | 0.00% | Reduce |
| Renaissance Technologies history | 75.80K | $730.71K | 0.00% | Add |
| BNY Mellon history | 71.67K | $690.90K | 0.00% | Add |
| Citadel Advisors history | 55.13K | $531.42K | 0.00% | Reduce |
| Morgan Stanley history | 51.20K | $493.56K | 0.00% | Add |
| Wells Fargo & Co history | 27.17K | $261.94K | 0.00% | Add |
| PNC Financial Services history | 25.07K | $241.69K | 0.00% | Add |
| Goldman Sachs Group history | 21.81K | $210.27K | 0.00% | Reduce |
| CPP Investments history | 20.90K | $201.48K | 0.00% | New |
| AQR Capital Management history | 17.33K | $167.09K | 0.00% | Reduce |
| Deutsche Bank AG history | 16.81K | $162.04K | 0.00% | New |
| Invesco Ltd history | 10.43K | $100.56K | 0.00% | New |
| JPMorgan Chase & Co history | 9.68K | $93.31K | 0.00% | Add |
| Legal & General Investment Management America history | 2.15K | $20.69K | 0.00% | Hold |
| Citigroup Inc history | 839 | $8.09K | 0.00% | Add |
| T. Rowe Price Associates history | 15.64K | $151 | 0.00% | Add |
Q3 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.13M | $28.43M | 0.00% | Add |
| BlackRock Inc history | 1.45M | $10.02M | 0.00% | Add |
| Vanguard Group history | 1.14M | $7.82M | 0.00% | Add |
| Millennium Management history | 619.95K | $4.27M | 0.00% | Add |
| Geode Capital Management history | 554.10K | $3.82M | 0.00% | Add |
| Franklin Resources history | 525.74K | $3.62M | 0.00% | Add |
| Bank of America Corp history | 342.10K | $2.36M | 0.00% | Add |
| Northern Trust Corp history | 182.60K | $1.26M | 0.00% | Add |
| Citadel Advisors history | 181.18K | $1.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 177.23K | $1.22M | 0.00% | Add |
| First Eagle Investment Management history | 165.47K | $1.14M | 0.00% | Reduce |
| Goldman Sachs Group history | 122.25K | $842.33K | 0.00% | Reduce |
| UBS Group AG history | 109.10K | $751.67K | 0.00% | Reduce |
| BNY Mellon history | 57.95K | $399.24K | 0.00% | Add |
| Morgan Stanley history | 30.34K | $209.04K | 0.00% | Reduce |
| AQR Capital Management history | 20.95K | $144.37K | 0.00% | New |
| Renaissance Technologies history | 20.80K | $143.28K | 0.00% | New |
| Marshall Wace history | 19.60K | $135.04K | 0.00% | Reduce |
| Wells Fargo & Co history | 18.10K | $124.70K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.53K | $65.67K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.15K | $14.79K | 0.00% | Hold |
| Citigroup Inc history | 475 | $3.27K | 0.00% | Reduce |
| PNC Financial Services history | 396 | $2.73K | 0.00% | New |
| T. Rowe Price Associates history | 11.83K | $82 | 0.00% | Add |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.06M | $29.47M | 0.00% | Hold |
| BlackRock Inc history | 1.45M | $10.50M | 0.00% | Add |
| Vanguard Group history | 1.05M | $7.64M | 0.00% | Add |
| Millennium Management history | 611.11K | $4.44M | 0.00% | Reduce |
| First Eagle Investment Management history | 516.47K | $3.75M | 0.01% | Add |
| Geode Capital Management history | 491.65K | $3.57M | 0.00% | Add |
| Franklin Resources history | 400.82K | $2.91M | 0.00% | Add |
| Bank of America Corp history | 291.36K | $2.12M | 0.00% | Reduce |
| Goldman Sachs Group history | 207.99K | $1.51M | 0.00% | Add |
| Northern Trust Corp history | 160.69K | $1.17M | 0.00% | Add |
| Charles Schwab Investment Management history | 156.37K | $1.14M | 0.00% | Add |
| Citadel Advisors history | 153.38K | $1.11M | 0.00% | Reduce |
| UBS Group AG history | 122.74K | $891.07K | 0.00% | Reduce |
| Marshall Wace history | 83.80K | $608.39K | 0.00% | Add |
| BNY Mellon history | 51.12K | $371.11K | 0.00% | Add |
| Morgan Stanley history | 39.66K | $287.92K | 0.00% | Reduce |
| Wells Fargo & Co history | 15.15K | $109.97K | 0.00% | Add |
| JPMorgan Chase & Co history | 11.51K | $83.58K | 0.00% | Add |
| Deutsche Bank AG history | 10.69K | $77.59K | 0.00% | Reduce |
| Citigroup Inc history | 7.92K | $57.51K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.15K | $15.58K | 0.00% | Add |
| T. Rowe Price Associates history | 10.86K | $79 | 0.00% | New |
Q1 2025 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 4.04M | $33.82M | 0.00% | Hold |
| BlackRock Inc history | 1.38M | $11.52M | 0.00% | Add |
| Vanguard Group history | 1.03M | $8.66M | 0.00% | Add |
| Millennium Management history | 634.28K | $5.31M | 0.00% | Add |
| Geode Capital Management history | 452.32K | $3.79M | 0.00% | Add |
| First Eagle Investment Management history | 410.75K | $3.44M | 0.01% | Add |
| Franklin Resources history | 394.03K | $3.30M | 0.00% | Add |
| Bank of America Corp history | 303.61K | $2.54M | 0.00% | Add |
| Citadel Advisors history | 176.06K | $1.47M | 0.00% | Add |
| UBS Group AG history | 171.55K | $1.44M | 0.00% | Add |
| Northern Trust Corp history | 156.43K | $1.31M | 0.00% | Add |
| Charles Schwab Investment Management history | 146.81K | $1.23M | 0.00% | Add |
| Goldman Sachs Group history | 105.58K | $883.75K | 0.00% | Add |
| Morgan Stanley history | 46.47K | $388.92K | 0.00% | Reduce |
| BNY Mellon history | 42.95K | $359.45K | 0.00% | Add |
| Renaissance Technologies history | 41.40K | $346.52K | 0.00% | Reduce |
| Balyasny Asset Management history | 37.47K | $313.59K | 0.00% | Reduce |
| Marshall Wace history | 26.13K | $218.69K | 0.00% | Reduce |
| Citigroup Inc history | 14.84K | $124.20K | 0.00% | Add |
| Deutsche Bank AG history | 14.55K | $121.79K | 0.00% | Reduce |
| Wells Fargo & Co history | 11.98K | $100.28K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.28K | $86.08K | 0.00% | Add |
| Legal & General Investment Management America history | 1.94K | $16.26K | 0.00% | Add |
New Positions (Q2 2026)
- Marshall Wace 229.60K sh · $1.56M
- Norges Bank Investment Management 191.40K sh · $1.30M
- Point72 Asset Management 52.24K sh · $355.74K
- Two Sigma Investments 30.73K sh · $209.26K
- JPMorgan Chase & Co 16.43K sh · $115.82K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 4.17M | 4.17M | 4.17M | 4.13M | 4.06M | 4.04M | 4.05M | 3.89M | 3.91M |
| BlackRock Inc | 1.62M | 1.50M | 1.52M | 1.45M | 1.45M | 1.38M | 1.06M | 905.34K | — |
| Royce & Associates | 1.08M | 699.32K | 605.29K | — | — | — | — | — | — |
| Geode Capital Management | 642.20K | 608.35K | 583.37K | 554.10K | 491.65K | 452.32K | 367.93K | 347.75K | 146.78K |
| Morgan Stanley | 572.28K | 344.69K | 51.20K | 30.34K | 39.66K | 46.47K | 152.72K | 137.47K | — |
| Millennium Management | 512.00K | 673.05K | 614.64K | 619.95K | 611.11K | 634.28K | 598.94K | 792.25K | 899.49K |
| AQR Capital Management | 382.13K | 267.65K | 17.33K | 20.95K | — | — | — | — | — |
| Marshall Wace | 229.60K | — | — | 19.60K | 83.80K | 26.13K | 31.97K | 14.37K | 67.36K |
| Charles Schwab Investment Management | 206.09K | 181.25K | 197.98K | 177.23K | 156.37K | 146.81K | 134.65K | 133.73K | 87.42K |
| Northern Trust Corp | 194.01K | 180.93K | 175.43K | 182.60K | 160.69K | 156.43K | 127.96K | 122.11K | 33.23K |
| Norges Bank Investment Management | 191.40K | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 157.56K | 52.35K | 21.81K | 122.25K | 207.99K | 105.58K | 44.31K | 27.72K | — |
| Citadel Advisors | 137.77K | 127.30K | 55.13K | 181.18K | 153.38K | 176.06K | 11.92K | 21.47K | 166.52K |
| BNY Mellon | 72.50K | 70.63K | 71.67K | 57.95K | 51.12K | 42.95K | 33.68K | 30.40K | — |
| Point72 Asset Management | 52.24K | — | — | — | — | — | — | — | — |
| UBS Group AG | 47.58K | 129.05K | 92.95K | 109.10K | 122.74K | 171.55K | 64.55K | 7.46K | — |
| CPP Investments | 38.90K | 25.10K | 20.90K | — | — | — | — | — | — |
| Renaissance Technologies | 37.70K | 45.90K | 75.80K | 20.80K | — | 41.40K | 85.10K | 167.40K | — |
| Invesco Ltd | 33.02K | 24.65K | 10.43K | — | — | — | — | — | — |
| Arrowstreet Capital | 31.23K | 31.23K | — | — | — | — | — | 12.28K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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