True Wealth Design’s Patria Investments PAX Stock Holding History

True Wealth Design’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 Q3	$3.48K	Buy	343 +25	+8%	+$274	﹤0.01%	1472
2026 Q2	$3.49K	Sell	318 -23	-7%	-$274	﹤0.01%	1476
2026 Q1	$4.3K	Sell	341 -58	-15%	-$816	﹤0.01%	1256
2025 Q4	$6.34K	Buy	399 +58	+17%	+$868	﹤0.01%	1000
2025 Q3	$4.98K	Hold	341	–	–	﹤0.01%	1083
2025 Q2	$4.79K	Buy	341 +304	+822%	+$3.65K	﹤0.01%	825
2025 Q1	$418	Buy	+37	New	+$432	﹤0.01%	1620

Other funds holding PAX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's PAX Position: Q3 2026 in Review

True Wealth Design increased its Patria Investments (PAX) stake by 7.9% in Q3 2026, buying an estimated $274 and bringing the position to 343 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

True Wealth Design first reported a position in PAX in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.34K in Q4 2025. 11 funds tracked by Wall St. Rank hold PAX as of Q3 2026.

True Wealth Design held 343 shares of Patria Investments worth $3.48K as of Q3 2026.
True Wealth Design bought 25 Patria Investments shares in Q3 2026, an estimated $274.
Patria Investments made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1472 holding.
True Wealth Design first reported a position in Patria Investments in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Patria Investments position peaked at $6.34K in Q4 2025.
11 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.