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Pinnacle Wealth Planning Services’s Patria Investments PAX Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.62K Buy
+239
New +$2.85K ﹤0.01% 2418

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

Pinnacle Wealth Planning Services's PAX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Patria Investments (PAX) in Q2 2026: 239 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #2418 among its holdings.

149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 239 shares of Patria Investments worth $2.62K as of Q2 2026.
  • Patria Investments was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Patria Investments made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2418 holding.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.