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Parkside Financial Bank & Trust’s Patria Investments PAX Stock Holding History

Parkside Financial Bank & 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
2025
Q2 		– Sell
-45
Closed -$508 – 2931
2025
Q1 		$508 Buy
+45
New +$525 ﹤0.01% 2373

Other funds holding PAX

Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Parkside Financial Bank & Trust's PAX Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Patria Investments (PAX) in Q2 2025, closing a stake of 45 shares — an estimated $508 sold.

Parkside Financial Bank & Trust first reported a position in PAX in Q1 2025 and held it in 1 quarter. The position peaked at $508 in Q1 2025. 143 funds tracked by Wall St. Rank hold PAX as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining Patria Investments position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 45 Patria Investments shares in Q2 2025, an estimated $508.
  • Parkside Financial Bank & Trust first reported a position in Patria Investments in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Patria Investments position peaked at $508 in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Patria Investments as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.