Capital Research Global Investors
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Capital Research Global Investors’s Patria Investments PAX Stock Holding History

Capital Research Global Investors’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 		$85.6M Sell
7,791,608
-731,247
-9% -$8.72M 0.01% 313
2026
Q1 		$107M Sell
8,522,855
-659,233
-7% -$9.27M 0.02% 303
2025
Q4 		$146M Sell
9,182,088
-28,755
-0.3% -$430K 0.03% 269
2025
Q3 		$134M Sell
9,210,843
-511,060
-5% -$7.14M 0.03% 271
2025
Q2 		$137M Sell
9,721,903
-72,455
-0.7% -$869K 0.03% 265
2025
Q1 		$111M Sell
9,794,358
-268,506
-3% -$3.13M 0.02% 280
2024
Q4 		$117M Sell
10,062,864
-865,958
-8% -$10.2M 0.02% 285
2024
Q3 		$122M Buy
10,928,822
+777,833
+8% +$9.23M 0.03% 264
2024
Q2 		$122M Sell
10,150,989
-607,824
-6% -$8.01M 0.03% 260
2024
Q1 		$160M Hold
10,758,813
– – 0.04% 252
2023
Q4 		$167M Hold
10,758,813
– – 0.04% 244
2023
Q3 		$157M Hold
10,758,813
– – 0.04% 247
2023
Q2 		$154M Sell
10,758,813
-90,606
-0.8% -$1.35M 0.04% 254
2023
Q1 		$161M Hold
10,849,419
– – 0.05% 243
2022
Q4 		$151M Buy
10,849,419
+107,190
+1% +$1.45M 0.05% 243
2022
Q3 		$140M Buy
10,742,229
+970,649
+10% +$13.6M 0.05% 235
2022
Q2 		$129M Hold
9,771,580
– – 0.04% 251
2022
Q1 		$174M Buy
9,771,580
+4,750,000
+95% +$79.1M 0.04% 253
2021
Q4 		$81.3M Buy
5,021,580
+100,000
+2% +$1.72M 0.02% 337
2021
Q3 		$80.4M Buy
+4,921,580
New +$80M 0.02% 327

Other funds holding PAX

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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors's PAX Position: Q2 2026 in Review

Capital Research Global Investors reduced its Patria Investments (PAX) stake by 8.6% in Q2 2026, selling an estimated $8.72M and leaving 7,791,608 shares worth $85.6M. The position accounts for 0.01% of the portfolio, ranked #313.

Capital Research Global Investors first reported a position in PAX in Q3 2021 and has held it in 20 quarters since. The position peaked at $174M in Q1 2022. 108 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Capital Research Global Investors held 7,791,608 shares of Patria Investments worth $85.6M as of Q2 2026.
  • Capital Research Global Investors sold 731,247 Patria Investments shares in Q2 2026, an estimated $8.72M.
  • Patria Investments made up 0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #313 holding.
  • Capital Research Global Investors first reported a position in Patria Investments in Q3 2021 and has held it in 20 quarters since.
  • Capital Research Global Investors's Patria Investments position peaked at $174M in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.