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Pallas Capital Advisors’s Sera Prognostics SERA Stock Holding History

Pallas Capital Advisors’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,711
Closed -$42K – 948
2025
Q3 		$42K Hold
13,711
– – ﹤0.01% 855
2025
Q2 		$38K Sell
13,711
-146
-1% -$361 ﹤0.01% 837
2025
Q1 		$51K Buy
13,857
+6
+0% +$31 ﹤0.01% 728
2024
Q4 		$113K Buy
+13,851
New +$102K ﹤0.01% 564

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Pallas Capital Advisors sold out of Sera Prognostics (SERA) in Q4 2025, closing a stake of 13,711 shares — an estimated $42K sold.

Pallas Capital Advisors first reported a position in SERA in Q4 2024 and held it in 4 quarters. The position peaked at $113K in Q4 2024. 57 funds tracked by Wall St. Rank hold SERA as of Q4 2025.

  • Pallas Capital Advisors reported no remaining Sera Prognostics position as of Q4 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 13,711 Sera Prognostics shares in Q4 2025, an estimated $42K.
  • Pallas Capital Advisors first reported a position in Sera Prognostics in Q4 2024 and held it in 4 quarters.
  • Pallas Capital Advisors's Sera Prognostics position peaked at $113K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Sera Prognostics as of Q4 2025.

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