AF
PAX icon

Allworth Financial’s Patria Investments PAX Stock Holding History

Allworth 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 		$6.94K Buy
551
+353
+178% +$4.97K ﹤0.01% 3749
2025
Q4 		$3.15K Buy
198
+125
+171% +$1.87K ﹤0.01% 3952
2025
Q3 		$1.07K Buy
+73
New +$1.02K ﹤0.01% 4230

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

Allworth Financial's PAX Position: Q1 2026 in Review

Allworth Financial increased its Patria Investments (PAX) stake by 178% in Q1 2026, buying an estimated $4.97K and bringing the position to 551 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

Allworth Financial first reported a position in PAX in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Allworth Financial held 551 shares of Patria Investments worth $6.94K as of Q1 2026.
  • Allworth Financial bought 353 Patria Investments shares in Q1 2026, an estimated $4.97K.
  • Patria Investments made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3749 holding.
  • Allworth Financial first reported a position in Patria Investments in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.