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Strategic Wealth Partners’s Patria Investments PAX Stock Holding History

Strategic Wealth 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 		$2.14K Hold
195
– – ﹤0.01% 1187
2026
Q1 		$2.46K Hold
195
– – ﹤0.01% 1146
2025
Q4 		$3.1K Hold
195
– – ﹤0.01% 1138
2025
Q3 		$2.85K Hold
195
– – ﹤0.01% 1130
2025
Q2 		$2.74K Buy
+195
New +$2.34K ﹤0.01% 984

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
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

Strategic Wealth Partners's PAX Position: Q2 2026 in Review

Strategic Wealth Partners held its Patria Investments (PAX) position steady in Q2 2026 at 195 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Strategic Wealth Partners first reported a position in PAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.1K in Q4 2025. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Strategic Wealth Partners held 195 shares of Patria Investments worth $2.14K as of Q2 2026.
  • Strategic Wealth Partners left its Patria Investments share count unchanged in Q2 2026.
  • Patria Investments made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1187 holding.
  • Strategic Wealth Partners first reported a position in Patria Investments in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Patria Investments position peaked at $3.1K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.