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
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 $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

Focus Partners Wealth's PAX Position: Q1 2026 in Review

Focus Partners Wealth increased its Patria Investments (PAX) stake by 2.5% in Q1 2026, buying an estimated $3.78K and bringing the position to 10,902 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Focus Partners Wealth first reported a position in PAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $169K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Focus Partners Wealth held 10,902 shares of Patria Investments worth $137K as of Q1 2026.
  • Focus Partners Wealth bought 269 Patria Investments shares in Q1 2026, an estimated $3.78K.
  • Patria Investments made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2474 holding.
  • Focus Partners Wealth first reported a position in Patria Investments in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Patria Investments position peaked at $169K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.