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Amalgamated Bank’s Patria Investments PAX Stock Holding History

Amalgamated Bank’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 		– Sell
-2,080
Closed -$33K – 2480
2025
Q4 		$33K Buy
2,080
+87
+4% +$1.3K ﹤0.01% 1943
2025
Q3 		$29K Hold
1,993
– – ﹤0.01% 1997
2025
Q2 		$28K Hold
1,993
– – ﹤0.01% 1995
2025
Q1 		$23K Buy
1,993
+159
+9% +$1.85K ﹤0.01% 2013
2024
Q4 		$21K Hold
1,834
– – ﹤0.01% 2102
2024
Q3 		$20K Hold
1,834
– – ﹤0.01% 2140
2024
Q2 		$22K Hold
1,834
– – ﹤0.01% 2084
2024
Q1 		$27K Sell
1,834
-5,867
-76% -$86.1K ﹤0.01% 2028
2023
Q4 		$119K Sell
7,701
-546
-7% -$7.75K ﹤0.01% 1946
2023
Q3 		$120K Hold
8,247
– – ﹤0.01% 1941
2023
Q2 		$118K Buy
+8,247
New +$123K ﹤0.01% 2006

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 $6.73T AUM 46.02% 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 $6.37B AUM 47.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Amalgamated Bank's PAX Position: Q1 2026 in Review

Amalgamated Bank sold out of Patria Investments (PAX) in Q1 2026, closing a stake of 2,080 shares — an estimated $33K sold.

Amalgamated Bank first reported a position in PAX in Q2 2023 and held it in 11 quarters. The position peaked at $120K in Q3 2023. 161 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Amalgamated Bank reported no remaining Patria Investments position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,080 Patria Investments shares in Q1 2026, an estimated $33K.
  • Amalgamated Bank first reported a position in Patria Investments in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Patria Investments position peaked at $120K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.