Focus Partners Wealth
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Focus Partners Wealth’s Patria Investments PAX Stock Holding History

Focus Partners Wealth’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 		– Sell
-10,902
Closed -$137K – 2916
2026
Q1 		$137K Buy
10,902
+269
+3% +$3.78K ﹤0.01% 2474
2025
Q4 		$169K Buy
+10,633
New +$159K ﹤0.01% 2475

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
Mizuho Markets Americas
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Focus Partners Wealth's PAX Position: Q2 2026 in Review

Focus Partners Wealth sold out of Patria Investments (PAX) in Q2 2026, closing a stake of 10,902 shares — an estimated $137K sold.

Focus Partners Wealth first reported a position in PAX in Q4 2025 and held it in 2 quarters. The position peaked at $169K in Q4 2025. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Focus Partners Wealth reported no remaining Patria Investments position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 10,902 Patria Investments shares in Q2 2026, an estimated $137K.
  • Focus Partners Wealth first reported a position in Patria Investments in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Patria Investments position peaked at $169K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.