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Sunbelt Securities’s Patria Investments PAX Stock Holding History

Sunbelt Securities’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
Q1 		$794 Sell
63
-4
-6% -$56 ﹤0.01% 2160
2025
Q4 		$1.06K Hold
67
– – ﹤0.01% 2044
2025
Q3 		$978 Buy
+67
New +$936 ﹤0.01% 2061

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sunbelt Securities's PAX Position: Q1 2026 in Review

Sunbelt Securities reduced its Patria Investments (PAX) stake by 6% in Q1 2026, selling an estimated $56 and leaving 63 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Sunbelt Securities first reported a position in PAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.06K in Q4 2025. 159 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Sunbelt Securities held 63 shares of Patria Investments worth $794 as of Q1 2026.
  • Sunbelt Securities sold 4 Patria Investments shares in Q1 2026, an estimated $56.
  • Patria Investments made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2160 holding.
  • Sunbelt Securities first reported a position in Patria Investments in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Patria Investments position peaked at $1.06K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.