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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
Q2 		– Sell
-99
Closed -$1.25K – 2350
2026
Q1 		$1.25K Buy
+99
New +$1.39K ﹤0.01% 2516

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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

Root Financial Partners's PAX Position: Q2 2026 in Review

Root Financial Partners sold out of Patria Investments (PAX) in Q2 2026, closing a stake of 99 shares — an estimated $1.25K sold.

Root Financial Partners first reported a position in PAX in Q1 2026 and held it in 1 quarter. The position peaked at $1.25K in Q1 2026. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Root Financial Partners reported no remaining Patria Investments position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 99 Patria Investments shares in Q2 2026, an estimated $1.25K.
  • Root Financial Partners first reported a position in Patria Investments in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Patria Investments position peaked at $1.25K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.