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Roxbury Financial’s Patria Investments PAX Stock Holding History

Roxbury Financial’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 		$50.9K Sell
4,640
-15
-0.3% -$179 0.04% 197
2026
Q1 		$58.7K Hold
4,655
– – 0.05% 175
2025
Q4 		$74K Hold
4,655
– – 0.07% 154
2025
Q3 		$68K Hold
4,655
– – 0.06% 154
2025
Q2 		$65.5K Hold
4,655
– – 0.06% 150
2025
Q1 		$52.7K Buy
4,655
+55
+1% +$641 0.05% 163
2024
Q4 		$55K Buy
+4,600
New +$54.3K 0.05% 155

Other funds holding PAX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Roxbury Financial's PAX Position: Q2 2026 in Review

Roxbury Financial reduced its Patria Investments (PAX) stake by 0.32% in Q2 2026, selling an estimated $179 and leaving 4,640 shares worth $50.9K. The position accounts for 0.04% of the portfolio, ranked #197.

Roxbury Financial first reported a position in PAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $74K in Q4 2025. 14 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Roxbury Financial held 4,640 shares of Patria Investments worth $50.9K as of Q2 2026.
  • Roxbury Financial sold 15 Patria Investments shares in Q2 2026, an estimated $179.
  • Patria Investments made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #197 holding.
  • Roxbury Financial first reported a position in Patria Investments in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Patria Investments position peaked at $74K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.