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Larson Financial Group’s Patria Investments PAX Stock Holding History

Larson Financial Group’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 		– Sell
-577
Closed -$9.17K – 3755
2025
Q4 		$9.17K Sell
577
-77
-12% -$1.15K ﹤0.01% 2165
2025
Q3 		$9.55K Hold
654
– – ﹤0.01% 2037
2025
Q2 		$9.2K Buy
654
+506
+342% +$6.07K ﹤0.01% 1851
2025
Q1 		$1.67K Buy
+148
New +$1.73K ﹤0.01% 2224

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
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $269M AUM 6.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Larson Financial Group's PAX Position: Q1 2026 in Review

Larson Financial Group sold out of Patria Investments (PAX) in Q1 2026, closing a stake of 577 shares — an estimated $9.17K sold.

Larson Financial Group first reported a position in PAX in Q1 2025 and held it in 4 quarters. The position peaked at $9.55K in Q3 2025. 162 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Larson Financial Group reported no remaining Patria Investments position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 577 Patria Investments shares in Q1 2026, an estimated $9.17K.
  • Larson Financial Group first reported a position in Patria Investments in Q1 2025 and held it in 4 quarters.
  • Larson Financial Group's Patria Investments position peaked at $9.55K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

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