CIBC Private Wealth Group
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CIBC Private Wealth Group’s Patria Investments PAX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$20.7K Hold
1,300
– – ﹤0.01% 2153
2025
Q3 		$19K Hold
1,300
– – ﹤0.01% 2171
2025
Q2 		$18.3K Hold
1,300
– – ﹤0.01% 2048
2025
Q1 		$12.6K Hold
1,300
– – ﹤0.01% 2160
2024
Q4 		$15.1K Hold
1,300
– – ﹤0.01% 2145
2024
Q3 		$14.5K Buy
+1,300
New +$15.4K ﹤0.01% 2287

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
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 $6.37B AUM 47.14% 1-Year Est. Return
IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

CIBC Private Wealth Group's PAX Position: Q4 2025 in Review

CIBC Private Wealth Group held its Patria Investments (PAX) position steady in Q4 2025 at 1,300 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

CIBC Private Wealth Group first reported a position in PAX in Q3 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold PAX as of Q4 2025.

  • CIBC Private Wealth Group held 1,300 shares of Patria Investments worth $20.7K as of Q4 2025.
  • CIBC Private Wealth Group left its Patria Investments share count unchanged in Q4 2025.
  • Patria Investments made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2153 holding.
  • CIBC Private Wealth Group first reported a position in Patria Investments in Q3 2024 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held Patria Investments as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.