Principal Financial Group
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Principal Financial Group’s Patria Investments PAX Stock Holding History

Principal Financial Group’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 		$1.93M Buy
176,053
+13,962
+9% +$166K ﹤0.01% 1853
2026
Q1 		$2.04M Buy
162,091
+51,620
+47% +$726K ﹤0.01% 1822
2025
Q4 		$1.76M Buy
110,471
+34,846
+46% +$522K ﹤0.01% 1865
2025
Q3 		$1.1M Buy
+75,625
New +$1.06M ﹤0.01% 1907

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 $3.38T AUM 44.17% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Principal Financial Group's PAX Position: Q2 2026 in Review

Principal Financial Group increased its Patria Investments (PAX) stake by 8.6% in Q2 2026, buying an estimated $166K and bringing the position to 176,053 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Principal Financial Group first reported a position in PAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q1 2026. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Principal Financial Group held 176,053 shares of Patria Investments worth $1.93M as of Q2 2026.
  • Principal Financial Group bought 13,962 Patria Investments shares in Q2 2026, an estimated $166K.
  • Patria Investments made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1853 holding.
  • Principal Financial Group first reported a position in Patria Investments in Q3 2025 and has held it in 4 quarters since.
  • Principal Financial Group's Patria Investments position peaked at $2.04M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.