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Lindbrook Capital’s Patria Investments PAX Stock Holding History

Lindbrook Capital’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
2025
Q1 		$350 Buy
31
+8
+35% +$93 ﹤0.01% 2672
2024
Q4 		$267 Buy
+23
New +$272 ﹤0.01% 2697

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lindbrook Capital's PAX Position: Q1 2025 in Review

Lindbrook Capital increased its Patria Investments (PAX) stake by 35% in Q1 2025, buying an estimated $93 and bringing the position to 31 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Lindbrook Capital first reported a position in PAX in Q4 2024 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold PAX as of Q1 2025.

  • Lindbrook Capital held 31 shares of Patria Investments worth $350 as of Q1 2025.
  • Lindbrook Capital bought 8 Patria Investments shares in Q1 2025, an estimated $93.
  • Patria Investments made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2672 holding.
  • Lindbrook Capital first reported a position in Patria Investments in Q4 2024 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Patria Investments as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.