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
Q2 		$1.02M Buy
93,165
+48,130
+107% +$574K ﹤0.01% 2072
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 $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
MMA
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

Bank of Montreal's PAX Position: Q2 2026 in Review

Bank of Montreal increased its Patria Investments (PAX) stake by 107% in Q2 2026, buying an estimated $574K and bringing the position to 93,165 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Bank of Montreal first reported a position in PAX in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Bank of Montreal held 93,165 shares of Patria Investments worth $1.02M as of Q2 2026.
  • Bank of Montreal bought 48,130 Patria Investments shares in Q2 2026, an estimated $574K.
  • Patria Investments made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2072 holding.
  • Bank of Montreal first reported a position in Patria Investments in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.