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Financial Consulate’s Patria Investments PAX Stock Holding History

Financial Consulate’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 		$5.49K Hold
500
– – ﹤0.01% 832
2026
Q1 		$6.3K Hold
500
– – ﹤0.01% 743
2025
Q4 		$7.95K Buy
+500
New +$7.48K ﹤0.01% 652

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

Financial Consulate's PAX Position: Q2 2026 in Review

Financial Consulate held its Patria Investments (PAX) position steady in Q2 2026 at 500 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Financial Consulate first reported a position in PAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.95K in Q4 2025. 148 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Financial Consulate held 500 shares of Patria Investments worth $5.49K as of Q2 2026.
  • Financial Consulate left its Patria Investments share count unchanged in Q2 2026.
  • Patria Investments made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #832 holding.
  • Financial Consulate first reported a position in Patria Investments in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Patria Investments position peaked at $7.95K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.