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Mutual Advisors’s Patria Investments PAX Stock Holding History

Mutual Advisors’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 		– Sell
-26,019
Closed -$328K – 1443
2026
Q1 		$328K Buy
26,019
+5,120
+24% +$72K 0.01% 1086
2025
Q4 		$332K Buy
20,899
+1,918
+10% +$28.7K 0.01% 1039
2025
Q3 		$277K Buy
18,981
+3,834
+25% +$53.6K 0.01% 1085
2025
Q2 		$208K Buy
+15,147
New +$182K 0.01% 1122

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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Mutual Advisors's PAX Position: Q2 2026 in Review

Mutual Advisors sold out of Patria Investments (PAX) in Q2 2026, closing a stake of 26,019 shares — an estimated $328K sold.

Mutual Advisors first reported a position in PAX in Q2 2025 and held it in 4 quarters. The position peaked at $332K in Q4 2025. 148 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Mutual Advisors reported no remaining Patria Investments position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 26,019 Patria Investments shares in Q2 2026, an estimated $328K.
  • Mutual Advisors first reported a position in Patria Investments in Q2 2025 and held it in 4 quarters.
  • Mutual Advisors's Patria Investments position peaked at $332K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.