Physician Wealth Advisors’s Patria Investments PAX Stock Holding History

Physician Wealth 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	$703	Sell	64 -62	-49%	-$739	﹤0.01%	1956
2026 Q1	$1.59K	Sell	126 -51	-29%	-$717	﹤0.01%	1456
2025 Q4	$2.81K	Hold	177	–	–	﹤0.01%	1152
2025 Q3	$2.58K	Hold	177	–	–	﹤0.01%	1117
2025 Q2	$2.49K	Buy	+177	New	+$2.12K	﹤0.01%	971
2025 Q1	–	Sell	-77	Closed	-$896	–	1503
2024 Q4	$896	Buy	+77	New	+$909	﹤0.01%	969

Other funds holding PAX

MMA

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

SAM

SEB Asset Management Stockholm $26.6B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Citigroup New York $303B AUM 53.02% 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

Physician Wealth Advisors's PAX Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Patria Investments (PAX) stake by 49% in Q2 2026, selling an estimated $739 and leaving 64 shares worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Physician Wealth Advisors first reported a position in PAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81K in Q4 2025. 36 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

Physician Wealth Advisors held 64 shares of Patria Investments worth $703 as of Q2 2026.
Physician Wealth Advisors sold 62 Patria Investments shares in Q2 2026, an estimated $739.
Patria Investments made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1956 holding.
Physician Wealth Advisors first reported a position in Patria Investments in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Patria Investments position peaked at $2.81K in Q4 2025.
36 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.