· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $54.12Day −1.83%1Y +8.8%Off 52W high −9.5%Vol (1Y) 13.9%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,362 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
PALC is not in the screener universe.
| YTD+3.8% |
| 1Y+8.8% |
| 3Y+40.8% |
| 5Y+43.3% |
| Since incept. (ann.)+9.6% |
Total return through 2026-07-29 · series begins 2021-02-22. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)13.9% |
| Ann. volatility (3Y)14.7% |
| Sharpe (1Y)0.67 |
| Sharpe (3Y)0.86 |
| Max drawdown (1Y)−9.4% |
| Max drawdown (3Y)−17.4% |
| Beta (3Y vs SPY)0.97 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 328,833 | $17M | — | −19.2% |
| Lunt Capital Management, Inc. | 267,562 | $14M | — | +0.6% |
| Financial Enhancement Group LLC | 233,290 | $13M | — | −2.1% |
| Cambridge Investment Research Advisors, Inc. | 238,744 | $12M | — | −6.1% |
| Geneos Wealth Management Inc. | 222,641 | $12M | — | −7.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 205,689 | $11M | — | −0.1% |
| Centric Wealth Management | 189,528 | $10M | — | +0.4% |
| LPL Financial LLC | 164,122 | $9M | — | −10.4% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for PALC.
