EverSource Wealth Advisors’s Patria Investments PAX Stock Holding History

EverSource Wealth 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	$3.73K	Buy	340 +172	+102%	+$2.05K	﹤0.01%	3433
2026 Q1	$2.12K	Sell	168 -25	-13%	-$352	﹤0.01%	3623
2025 Q4	$3.07K	Buy	193 +57	+42%	+$853	﹤0.01%	3329
2025 Q3	$1.99K	Sell	136 -898	-87%	-$12.5K	﹤0.01%	3513
2025 Q2	$14.5K	Buy	1,034 +833	+414%	+$9.99K	﹤0.01%	2552
2025 Q1	$2.27K	Buy	201 +47	+31%	+$548	﹤0.01%	2868
2024 Q4	$1.79K	Buy	+154	New	+$1.82K	﹤0.01%	2758

Other funds holding PAX

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $451M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

EverSource Wealth Advisors's PAX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Patria Investments (PAX) stake by 102% in Q2 2026, buying an estimated $2.05K and bringing the position to 340 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

EverSource Wealth Advisors first reported a position in PAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.5K in Q2 2025. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

EverSource Wealth Advisors held 340 shares of Patria Investments worth $3.73K as of Q2 2026.
EverSource Wealth Advisors bought 172 Patria Investments shares in Q2 2026, an estimated $2.05K.
Patria Investments made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3433 holding.
EverSource Wealth Advisors first reported a position in Patria Investments in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Patria Investments position peaked at $14.5K in Q2 2025.
149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.