Cerity Partners
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Cerity Partners’s Patria Investments PAX Stock Holding History

Cerity Partners’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 		$173K Sell
13,719
-6,540
-32% -$92K ﹤0.01% 2916
2025
Q4 		$322K Buy
20,259
+7,676
+61% +$115K ﹤0.01% 2369
2025
Q3 		$184K Buy
+12,583
New +$176K ﹤0.01% 2523

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 $5.72T AUM 30.48% 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 $3.66B AUM 25.21% 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 $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Cerity Partners's PAX Position: Q1 2026 in Review

Cerity Partners reduced its Patria Investments (PAX) stake by 32% in Q1 2026, selling an estimated $92K and leaving 13,719 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Cerity Partners first reported a position in PAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Cerity Partners held 13,719 shares of Patria Investments worth $173K as of Q1 2026.
  • Cerity Partners sold 6,540 Patria Investments shares in Q1 2026, an estimated $92K.
  • Patria Investments made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2916 holding.
  • Cerity Partners first reported a position in Patria Investments in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's Patria Investments position peaked at $322K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.