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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
Q2 		$200K Buy
18,185
+6,535
+56% +$77.9K 0.01% 653
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 $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $269M AUM 6.35% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Advisornet Financial's PAX Position: Q2 2026 in Review

Advisornet Financial increased its Patria Investments (PAX) stake by 56% in Q2 2026, buying an estimated $77.9K and bringing the position to 18,185 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #653.

Advisornet Financial first reported a position in PAX in Q2 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Advisornet Financial held 18,185 shares of Patria Investments worth $200K as of Q2 2026.
  • Advisornet Financial bought 6,535 Patria Investments shares in Q2 2026, an estimated $77.9K.
  • Patria Investments made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #653 holding.
  • Advisornet Financial first reported a position in Patria Investments in Q2 2023 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.