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IEQ Capital’s Patria Investments PAX Stock Holding History

IEQ Capital’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 		$449K Buy
40,912
+24,089
+143% +$287K ﹤0.01% 1446
2026
Q1 		$212K Sell
16,823
-8,304
-33% -$117K ﹤0.01% 1667
2025
Q4 		$399K Buy
25,127
+9,339
+59% +$140K ﹤0.01% 1427
2025
Q3 		$231K Buy
15,788
+4,769
+43% +$66.6K ﹤0.01% 1630
2025
Q2 		$155K Buy
+11,019
New +$132K ﹤0.01% 1657

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

IEQ Capital's PAX Position: Q2 2026 in Review

IEQ Capital increased its Patria Investments (PAX) stake by 143% in Q2 2026, buying an estimated $287K and bringing the position to 40,912 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

IEQ Capital first reported a position in PAX in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • IEQ Capital held 40,912 shares of Patria Investments worth $449K as of Q2 2026.
  • IEQ Capital bought 24,089 Patria Investments shares in Q2 2026, an estimated $287K.
  • Patria Investments made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1446 holding.
  • IEQ Capital first reported a position in Patria Investments in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.