Bank of Montreal
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Bank of Montreal’s Patria Investments PAX Stock Holding History

Bank of Montreal’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 		$567K Buy
45,035
+5,785
+15% +$81.4K ﹤0.01% 2330
2025
Q4 		$624K Buy
39,250
+18,415
+88% +$276K ﹤0.01% 2198
2025
Q3 		$304K Buy
+20,835
New +$291K ﹤0.01% 2516

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

Bank of Montreal's PAX Position: Q1 2026 in Review

Bank of Montreal increased its Patria Investments (PAX) stake by 15% in Q1 2026, buying an estimated $81.4K and bringing the position to 45,035 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Bank of Montreal first reported a position in PAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $624K in Q4 2025. 161 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Bank of Montreal held 45,035 shares of Patria Investments worth $567K as of Q1 2026.
  • Bank of Montreal bought 5,785 Patria Investments shares in Q1 2026, an estimated $81.4K.
  • Patria Investments made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2330 holding.
  • Bank of Montreal first reported a position in Patria Investments in Q3 2025 and has held it in 3 quarters since.
  • Bank of Montreal's Patria Investments position peaked at $624K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.