Corient Private Wealth
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Corient Private Wealth’s Patria Investments PAX Stock Holding History

Corient Private Wealth’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 		$172K Buy
15,630
+438
+3% +$5.22K ﹤0.01% 2846
2026
Q1 		$191K Buy
+15,192
New +$214K ﹤0.01% 2575

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
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

Corient Private Wealth's PAX Position: Q2 2026 in Review

Corient Private Wealth increased its Patria Investments (PAX) stake by 2.9% in Q2 2026, buying an estimated $5.22K and bringing the position to 15,630 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

Corient Private Wealth first reported a position in PAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $191K in Q1 2026. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Corient Private Wealth held 15,630 shares of Patria Investments worth $172K as of Q2 2026.
  • Corient Private Wealth bought 438 Patria Investments shares in Q2 2026, an estimated $5.22K.
  • Patria Investments made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2846 holding.
  • Corient Private Wealth first reported a position in Patria Investments in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's Patria Investments position peaked at $191K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.