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Sonora Investment Management Group’s Patria Investments PAX Stock Holding History

Sonora Investment Management Group’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 		$146K Sell
10,000
-4,000
-29% -$55.9K 0.01% 279
2025
Q2 		$197K Buy
+14,000
New +$168K 0.01% 276

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sonora Investment Management Group's PAX Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Patria Investments (PAX) stake by 29% in Q3 2025, selling an estimated $55.9K and leaving 10,000 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #279.

Sonora Investment Management Group first reported a position in PAX in Q2 2025 and has held it in 2 quarters since. The position peaked at $197K in Q2 2025. 150 funds tracked by Wall St. Rank hold PAX as of Q3 2025.

  • Sonora Investment Management Group held 10,000 shares of Patria Investments worth $146K as of Q3 2025.
  • Sonora Investment Management Group sold 4,000 Patria Investments shares in Q3 2025, an estimated $55.9K.
  • Patria Investments made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #279 holding.
  • Sonora Investment Management Group first reported a position in Patria Investments in Q2 2025 and has held it in 2 quarters since.
  • Sonora Investment Management Group's Patria Investments position peaked at $197K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Patria Investments as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.