EWA
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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
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return