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Beacon Investment Advisory Services’s Patria Investments PAX Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-39
Closed -$492 – 836
2026
Q1 		$492 Buy
+39
New +$549 ﹤0.01% 761

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Beacon Investment Advisory Services's PAX Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Patria Investments (PAX) in Q2 2026, closing a stake of 39 shares — an estimated $492 sold.

Beacon Investment Advisory Services first reported a position in PAX in Q1 2026 and held it in 1 quarter. The position peaked at $492 in Q1 2026. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Patria Investments position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 39 Patria Investments shares in Q2 2026, an estimated $492.
  • Beacon Investment Advisory Services first reported a position in Patria Investments in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Patria Investments position peaked at $492 in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.