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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
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% 4430
2022
Q3 		$1K Hold
5
– – ﹤0.01% 4631
2022
Q2 		$1K Hold
5
– – ﹤0.01% 4407
2022
Q1 		$1K Buy
+5
New +$83 ﹤0.01% 4405

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