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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
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 $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

Financial Consulate's PAX Position: Q1 2026 in Review

Financial Consulate held its Patria Investments (PAX) position steady in Q1 2026 at 500 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Financial Consulate first reported a position in PAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.95K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Financial Consulate held 500 shares of Patria Investments worth $6.3K as of Q1 2026.
  • Financial Consulate left its Patria Investments share count unchanged in Q1 2026.
  • Patria Investments made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #743 holding.
  • Financial Consulate first reported a position in Patria Investments in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's Patria Investments position peaked at $7.95K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.