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Farther Finance Advisors’s Patria Investments PAX Stock Holding History

Farther Finance 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 		$291K Sell
26,486
-1,030
-4% -$12.3K ﹤0.01% 1972
2026
Q1 		$348K Buy
27,516
+670
+2% +$9.43K ﹤0.01% 1646
2025
Q4 		$427K Buy
26,846
+392
+1% +$5.87K ﹤0.01% 1416
2025
Q3 		$386K Buy
26,454
+4,733
+22% +$66.1K 0.01% 1224
2025
Q2 		$305K Buy
21,721
+6,495
+43% +$77.9K 0.01% 1182
2025
Q1 		$174K Buy
15,226
+15,205
+72,405% +$177K ﹤0.01% 1286
2024
Q4 		$244 Buy
+21
New +$248 ﹤0.01% 3609

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

Farther Finance Advisors's PAX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Patria Investments (PAX) stake by 3.7% in Q2 2026, selling an estimated $12.3K and leaving 26,486 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Farther Finance Advisors first reported a position in PAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2025. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Farther Finance Advisors held 26,486 shares of Patria Investments worth $291K as of Q2 2026.
  • Farther Finance Advisors sold 1,030 Patria Investments shares in Q2 2026, an estimated $12.3K.
  • Patria Investments made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1972 holding.
  • Farther Finance Advisors first reported a position in Patria Investments in Q4 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Patria Investments position peaked at $427K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.