Jones Financial Companies’s Patria Investments PAX Stock Holding History

Jones Financial Companies’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	$2.17K	Buy	+187	New	+$2.63K	﹤0.01%	4128

Other funds holding PAX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $146M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

ZEP

Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Jones Financial Companies's PAX Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Patria Investments (PAX) in Q1 2026: 187 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #4128 among its holdings.

159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

Jones Financial Companies held 187 shares of Patria Investments worth $2.17K as of Q1 2026.
Patria Investments was a new Jones Financial Companies position in Q1 2026.
Patria Investments made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4128 holding.
159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.