Creative Planning
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Creative Planning’s Patria Investments PAX Stock Holding History

Creative Planning’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 		$1.42M Buy
128,989
+33,822
+36% +$403K ﹤0.01% 2362
2026
Q1 		$1.2M Sell
95,167
-20,729
-18% -$292K ﹤0.01% 2309
2025
Q4 		$1.84M Buy
115,896
+27,768
+32% +$416K ﹤0.01% 1785
2025
Q3 		$1.29M Buy
88,128
+26,555
+43% +$371K ﹤0.01% 1891
2025
Q2 		$866K Buy
61,573
+25,293
+70% +$303K ﹤0.01% 1982
2025
Q1 		$410K Sell
36,280
-23,619
-39% -$275K ﹤0.01% 2482
2024
Q4 		$697K Buy
+59,899
New +$707K ﹤0.01% 1924

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

Creative Planning's PAX Position: Q2 2026 in Review

Creative Planning increased its Patria Investments (PAX) stake by 36% in Q2 2026, buying an estimated $403K and bringing the position to 128,989 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Creative Planning first reported a position in PAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2025. 148 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Creative Planning held 128,989 shares of Patria Investments worth $1.42M as of Q2 2026.
  • Creative Planning bought 33,822 Patria Investments shares in Q2 2026, an estimated $403K.
  • Patria Investments made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2362 holding.
  • Creative Planning first reported a position in Patria Investments in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Patria Investments position peaked at $1.84M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.