Root Financial Partners
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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
Q3 		$274 Buy
+27
New +$296 ﹤0.01% 3429
2026
Q2 		– Sell
-99
Closed -$1.25K – 2350
2026
Q1 		$1.25K Buy
+99
New +$1.39K ﹤0.01% 2516

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Root Financial Partners's PAX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Patria Investments (PAX) in Q3 2026: 27 shares worth $274. The stake represents ﹤0.01% of the portfolio and ranks #3429 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PAX as recently as Q1 2026.

Root Financial Partners first reported a position in PAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.25K in Q1 2026. 113 funds tracked by Wall St. Rank hold PAX as of Q3 2026.

  • Root Financial Partners held 27 shares of Patria Investments worth $274 as of Q3 2026.
  • Patria Investments was a new Root Financial Partners position in Q3 2026.
  • Patria Investments made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3429 holding.
  • Root Financial Partners first reported a position in Patria Investments in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Patria Investments position peaked at $1.25K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.