IFP Advisors’s Patria Investments PAX Stock Holding History

IFP Advisors’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 Q3	$2.95K	Buy	291 +82	+39%	+$900	﹤0.01%	4057
2026 Q2	$2.3K	Buy	209 +42	+25%	+$501	﹤0.01%	4177
2026 Q1	$2.1K	Sell	167 -34	-17%	-$478	﹤0.01%	3945
2025 Q4	$3.19K	Buy	201 +128	+175%	+$1.92K	﹤0.01%	3647
2025 Q3	$1.07K	Buy	+73	New	+$1.02K	﹤0.01%	3937
2025 Q2	–	Sell	-1	Closed	-$12	–	3709
2025 Q1	$11	Hold	1	–	–	﹤0.01%	4223
2024 Q4	$12	Buy	+1	New	+$12	﹤0.01%	4520
2023 Q3	–	Sell	-5	Closed	-$72	–	3486
2023 Q2	$72	Hold	5	–	–	﹤0.01%	3366
2023 Q1	$100	Hold	5	–	–	﹤0.01%	3309
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	4429
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	4630
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	4407
2022 Q1	$1K	Buy	+5	New	+$83	﹤0.01%	4405

Other funds holding PAX

Endure Capital Management Austin, Texas $304M AUM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

IFP Advisors's PAX Position: Q3 2026 in Review

IFP Advisors increased its Patria Investments (PAX) stake by 39% in Q3 2026, buying an estimated $900 and bringing the position to 291 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4057.

IFP Advisors first reported a position in PAX in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.19K in Q4 2025. 64 funds tracked by Wall St. Rank hold PAX as of Q3 2026.

IFP Advisors held 291 shares of Patria Investments worth $2.95K as of Q3 2026.
IFP Advisors bought 82 Patria Investments shares in Q3 2026, an estimated $900.
Patria Investments made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4057 holding.
IFP Advisors first reported a position in Patria Investments in Q1 2022 and has held it in 13 quarters since.
IFP Advisors's Patria Investments position peaked at $3.19K in Q4 2025.
64 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.