PCA
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Pallas Capital Advisors’s Donaldson DCI Stock Holding History

Pallas Capital Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Buy
2,710
+26
+1% +$2.51K 0.01% 723
2025
Q4 		$238K Buy
2,684
+15
+0.6% +$1.3K 0.01% 764
2025
Q3 		$218K Buy
+2,669
New +$201K 0.01% 761
2025
Q2 		– Sell
-6,525
Closed -$438K – 886
2025
Q1 		$438K Buy
+6,525
New +$451K 0.02% 506

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pallas Capital Advisors's DCI Position: Q1 2026 in Review

Pallas Capital Advisors increased its Donaldson (DCI) stake by 0.97% in Q1 2026, buying an estimated $2.51K and bringing the position to 2,710 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #723.

Pallas Capital Advisors first reported a position in DCI in Q1 2025 and has held it in 4 quarters since. The position peaked at $438K in Q1 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • Pallas Capital Advisors held 2,710 shares of Donaldson worth $230K as of Q1 2026.
  • Pallas Capital Advisors bought 26 Donaldson shares in Q1 2026, an estimated $2.51K.
  • Donaldson made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #723 holding.
  • Pallas Capital Advisors first reported a position in Donaldson in Q1 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Donaldson position peaked at $438K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.