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Essential Partners’s Patria Investments PAX Stock Holding History

Essential 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
Q3 		$3.64K Buy
359
+67
+23% +$735 ﹤0.01% 1658
2026
Q2 		$3.21K Sell
292
-14
-5% -$167 ﹤0.01% 1758
2026
Q1 		$3.86K Buy
306
+54
+21% +$760 ﹤0.01% 1706
2025
Q4 		$4K Buy
252
+44
+21% +$659 ﹤0.01% 1522
2025
Q3 		$3.04K Buy
208
+50
+32% +$698 ﹤0.01% 1631
2025
Q2 		$2.22K Buy
+158
New +$1.9K ﹤0.01% 1284

Other funds holding PAX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's PAX Position: Q3 2026 in Review

Essential Partners increased its Patria Investments (PAX) stake by 23% in Q3 2026, buying an estimated $735 and bringing the position to 359 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Essential Partners first reported a position in PAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $4K in Q4 2025. 11 funds tracked by Wall St. Rank hold PAX as of Q3 2026.

  • Essential Partners held 359 shares of Patria Investments worth $3.64K as of Q3 2026.
  • Essential Partners bought 67 Patria Investments shares in Q3 2026, an estimated $735.
  • Patria Investments made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1658 holding.
  • Essential Partners first reported a position in Patria Investments in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Patria Investments position peaked at $4K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.