Savant Capital’s Patria Investments PAX Stock Holding History

Savant Capital’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
2025 Q3	–	Sell	-10,369	Closed	-$146K	–	1358
2025 Q2	$146K	Buy	+10,369	New	+$124K	﹤0.01%	1176

Other funds holding PAX

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

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

IMC

Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Savant Capital's PAX Position: Q3 2025 in Review

Savant Capital sold out of Patria Investments (PAX) in Q3 2025, closing a stake of 10,369 shares — an estimated $146K sold.

Savant Capital first reported a position in PAX in Q2 2025 and held it in 1 quarter. The position peaked at $146K in Q2 2025. 148 funds tracked by Wall St. Rank hold PAX as of Q3 2025.

Savant Capital reported no remaining Patria Investments position as of Q3 2025 after selling out during the quarter.
Savant Capital sold 10,369 Patria Investments shares in Q3 2025, an estimated $146K.
Savant Capital first reported a position in Patria Investments in Q2 2025 and held it in 1 quarter.
Savant Capital's Patria Investments position peaked at $146K in Q2 2025.
148 funds tracked by Wall St. Rank held Patria Investments as of Q3 2025.

Based on Savant Capital's 13F filing for Q3 2025, filed 5 Nov 2025.