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Advisornet Financial’s Patria Investments PAX Stock Holding History

Advisornet Financial’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Hold
11,650
– – 0.01% 698
2025
Q4 		$185K Sell
11,650
-160
-1% -$2.4K 0.01% 628
2025
Q3 		$172K Buy
11,810
+2,885
+32% +$40.3K 0.01% 637
2025
Q2 		$125K Buy
8,925
+1,685
+23% +$20.2K 0.01% 699
2025
Q1 		$81.7K Buy
7,240
+1,750
+32% +$20.4K 0.01% 786
2024
Q4 		$63.8K Sell
5,490
-4,090
-43% -$48.3K 0.01% 811
2024
Q3 		$107K Hold
9,580
– – 0.01% 682
2024
Q2 		$116K Hold
9,580
– – 0.01% 598
2024
Q1 		$142K Buy
9,580
+850
+10% +$12.5K 0.01% 538
2023
Q4 		$135K Hold
8,730
– – 0.01% 553
2023
Q3 		$127K Buy
8,730
+1,250
+17% +$18.6K 0.01% 552
2023
Q2 		$107K Buy
+7,480
New +$111K 0.01% 636

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advisornet Financial's PAX Position: Q1 2026 in Review

Advisornet Financial held its Patria Investments (PAX) position steady in Q1 2026 at 11,650 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #698.

Advisornet Financial first reported a position in PAX in Q2 2023 and has held it in 12 quarters since. The position peaked at $185K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Advisornet Financial held 11,650 shares of Patria Investments worth $147K as of Q1 2026.
  • Advisornet Financial left its Patria Investments share count unchanged in Q1 2026.
  • Patria Investments made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #698 holding.
  • Advisornet Financial first reported a position in Patria Investments in Q2 2023 and has held it in 12 quarters since.
  • Advisornet Financial's Patria Investments position peaked at $185K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.