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Investors Portfolio Services’s Patria Investments PAX Stock Holding History

Investors Portfolio Services’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 		– Sell
-25
Closed -$285 – 768
2026
Q1 		$285 Buy
+25
New +$352 ﹤0.01% 655

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

Investors Portfolio Services's PAX Position: Q2 2026 in Review

Investors Portfolio Services sold out of Patria Investments (PAX) in Q2 2026, closing a stake of 25 shares — an estimated $285 sold.

Investors Portfolio Services first reported a position in PAX in Q1 2026 and held it in 1 quarter. The position peaked at $285 in Q1 2026. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Investors Portfolio Services reported no remaining Patria Investments position as of Q2 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 25 Patria Investments shares in Q2 2026, an estimated $285.
  • Investors Portfolio Services first reported a position in Patria Investments in Q1 2026 and held it in 1 quarter.
  • Investors Portfolio Services's Patria Investments position peaked at $285 in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.