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Clearstead Advisors’s Patria Investments PAX Stock Holding History

Clearstead Advisors’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 		$923 Buy
+84
New +$1K ﹤0.01% 2721
2025
Q4 		– Sell
-513
Closed -$7.49K – 3123
2025
Q3 		$7.49K Hold
513
– – ﹤0.01% 2015
2025
Q2 		$7.21K Buy
+513
New +$6.15K ﹤0.01% 1999

Other funds holding PAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SAM
SEB Asset Management Stockholm $26.6B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clearstead Advisors's PAX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Patria Investments (PAX) in Q2 2026: 84 shares worth $923. The stake represents ﹤0.01% of the portfolio and ranks #2721 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PAX as recently as Q3 2025.

Clearstead Advisors first reported a position in PAX in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.49K in Q3 2025. 58 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Clearstead Advisors held 84 shares of Patria Investments worth $923 as of Q2 2026.
  • Patria Investments was a new Clearstead Advisors position in Q2 2026.
  • Patria Investments made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2721 holding.
  • Clearstead Advisors first reported a position in Patria Investments in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Patria Investments position peaked at $7.49K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.