Legal & General Group
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Legal & General Group’s Patria Investments PAX Stock Holding History

Legal & General 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
Q2 		$529K Buy
48,124
+460
+1% +$5.48K ﹤0.01% 2380
2026
Q1 		$601K Buy
47,664
+7,771
+19% +$109K ﹤0.01% 2307
2025
Q4 		$634K Buy
39,893
+1,463
+4% +$21.9K ﹤0.01% 2348
2025
Q3 		$561K Buy
38,430
+875
+2% +$12.2K ﹤0.01% 2416
2025
Q2 		$528K Sell
37,555
-1,951
-5% -$23.4K ﹤0.01% 2429
2025
Q1 		$446K Sell
39,506
-2,725
-6% -$31.8K ﹤0.01% 2433
2024
Q4 		$491K Buy
42,231
+14,082
+50% +$166K ﹤0.01% 2461
2024
Q3 		$319K Buy
28,149
+14,884
+112% +$177K ﹤0.01% 2599
2024
Q2 		$160K Buy
13,265
+2,822
+27% +$37.2K ﹤0.01% 2694
2024
Q1 		$155K Buy
10,443
+1,265
+14% +$18.6K ﹤0.01% 2710
2023
Q4 		$142K Buy
9,178
+775
+9% +$11K ﹤0.01% 2740
2023
Q3 		$123K Buy
8,403
+6,180
+278% +$91.8K ﹤0.01% 2805
2023
Q2 		$31.8K Buy
+2,223
New +$33K ﹤0.01% 2953

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
Mizuho Markets Americas
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Legal & General Group's PAX Position: Q2 2026 in Review

Legal & General Group increased its Patria Investments (PAX) stake by 0.97% in Q2 2026, buying an estimated $5.48K and bringing the position to 48,124 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Legal & General Group first reported a position in PAX in Q2 2023 and has held it in 13 quarters since. The position peaked at $634K in Q4 2025. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Legal & General Group held 48,124 shares of Patria Investments worth $529K as of Q2 2026.
  • Legal & General Group bought 460 Patria Investments shares in Q2 2026, an estimated $5.48K.
  • Patria Investments made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2380 holding.
  • Legal & General Group first reported a position in Patria Investments in Q2 2023 and has held it in 13 quarters since.
  • Legal & General Group's Patria Investments position peaked at $634K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.