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Root Financial Partners’s Patria Investments PAX Stock Holding History

Root Financial Partners’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 		$1.25K Buy
+99
New +$1.39K ﹤0.01% 2516

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 $6.37B AUM 47.14% 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

Root Financial Partners's PAX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Patria Investments (PAX) in Q1 2026: 99 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #2516 among its holdings.

159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Root Financial Partners held 99 shares of Patria Investments worth $1.25K as of Q1 2026.
  • Patria Investments was a new Root Financial Partners position in Q1 2026.
  • Patria Investments made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2516 holding.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.