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Pallas Capital Advisors’s Primerica PRI Stock Holding History

Pallas Capital Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-997
Closed -$277K – 938
2025
Q3 		$277K Buy
+997
New +$268K 0.01% 693
2025
Q2 		– Sell
-983
Closed -$280K – 914
2025
Q1 		$280K Buy
+983
New +$280K 0.01% 606

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pallas Capital Advisors's PRI Position: Q4 2025 in Review

Pallas Capital Advisors sold out of Primerica (PRI) in Q4 2025, closing a stake of 997 shares — an estimated $277K sold.

Pallas Capital Advisors first reported a position in PRI in Q1 2025 and held it in 2 quarters. The position peaked at $280K in Q1 2025. 511 funds tracked by Wall St. Rank hold PRI as of Q4 2025.

  • Pallas Capital Advisors reported no remaining Primerica position as of Q4 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 997 Primerica shares in Q4 2025, an estimated $277K.
  • Pallas Capital Advisors first reported a position in Primerica in Q1 2025 and held it in 2 quarters.
  • Pallas Capital Advisors's Primerica position peaked at $280K in Q1 2025.
  • 511 funds tracked by Wall St. Rank held Primerica as of Q4 2025.

Based on Pallas Capital Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.