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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
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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Mutual Advisors's PAX Position: Q1 2026 in Review

Mutual Advisors increased its Patria Investments (PAX) stake by 24% in Q1 2026, buying an estimated $72K and bringing the position to 26,019 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1086.

Mutual Advisors first reported a position in PAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $332K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Mutual Advisors held 26,019 shares of Patria Investments worth $328K as of Q1 2026.
  • Mutual Advisors bought 5,120 Patria Investments shares in Q1 2026, an estimated $72K.
  • Patria Investments made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1086 holding.
  • Mutual Advisors first reported a position in Patria Investments in Q2 2025 and has held it in 4 quarters since.
  • Mutual Advisors's Patria Investments position peaked at $332K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.