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 Q2	$2.29K	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%	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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $451M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

IFP Advisors's PAX Position: Q2 2026 in Review

IFP Advisors increased its Patria Investments (PAX) stake by 25% in Q2 2026, buying an estimated $501 and bringing the position to 209 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4177.

IFP Advisors first reported a position in PAX in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.19K in Q4 2025. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

IFP Advisors held 209 shares of Patria Investments worth $2.29K as of Q2 2026.
IFP Advisors bought 42 Patria Investments shares in Q2 2026, an estimated $501.
Patria Investments made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4177 holding.
IFP Advisors first reported a position in Patria Investments in Q1 2022 and has held it in 12 quarters since.
IFP Advisors's Patria Investments position peaked at $3.19K in Q4 2025.
147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.