MassMutual Private Wealth & Trust’s Patria Investments PAX Stock Holding History

MassMutual Private Wealth & Trust’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	$527	Sell	48 -94	-66%	-$1.12K	﹤0.01%	2264
2026 Q1	$1.79K	Buy	142 +21	+17%	+$295	﹤0.01%	2000
2025 Q4	$1.92K	Buy	121 +26	+27%	+$389	﹤0.01%	2002
2025 Q3	$1.39K	Hold	95	–	–	﹤0.01%	2082
2025 Q2	$1.34K	Sell	95 -251	-73%	-$3.01K	﹤0.01%	2050
2025 Q1	$3.91K	Buy	346 +207	+149%	+$2.41K	﹤0.01%	1691
2024 Q4	$1.62K	Buy	+139	New	+$1.64K	﹤0.01%	1890
2024 Q3	–	Sell	-17	Closed	-$205	–	2232
2024 Q2	$205	Buy	+17	New	+$224	﹤0.01%	2074

Other funds holding PAX

MMA

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's PAX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Patria Investments (PAX) stake by 66% in Q2 2026, selling an estimated $1.12K and leaving 48 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

MassMutual Private Wealth & Trust first reported a position in PAX in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.91K in Q1 2025. 32 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

MassMutual Private Wealth & Trust held 48 shares of Patria Investments worth $527 as of Q2 2026.
MassMutual Private Wealth & Trust sold 94 Patria Investments shares in Q2 2026, an estimated $1.12K.
Patria Investments made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2264 holding.
MassMutual Private Wealth & Trust first reported a position in Patria Investments in Q2 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's Patria Investments position peaked at $3.91K in Q1 2025.
32 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.