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
Q2 		$230K Buy
20,966
+7,247
+53% +$86.4K ﹤0.01% 2973
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 $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
Mizuho Markets Americas
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

Cerity Partners's PAX Position: Q2 2026 in Review

Cerity Partners increased its Patria Investments (PAX) stake by 53% in Q2 2026, buying an estimated $86.4K and bringing the position to 20,966 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Cerity Partners first reported a position in PAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q4 2025. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Cerity Partners held 20,966 shares of Patria Investments worth $230K as of Q2 2026.
  • Cerity Partners bought 7,247 Patria Investments shares in Q2 2026, an estimated $86.4K.
  • Patria Investments made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2973 holding.
  • Cerity Partners first reported a position in Patria Investments in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's Patria Investments position peaked at $322K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.