Wells Fargo
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Wells Fargo’s Patria Investments PAX Stock Holding History

Wells Fargo’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 		$1.33M Buy
121,409
+32,662
+37% +$389K ﹤0.01% 3914
2026
Q1 		$1.12M Sell
88,747
-41,132
-32% -$579K ﹤0.01% 3675
2025
Q4 		$2.06M Buy
129,879
+67,020
+107% +$1M ﹤0.01% 3402
2025
Q3 		$918K Buy
62,859
+6,031
+11% +$84.2K ﹤0.01% 3879
2025
Q2 		$799K Buy
56,828
+2,552
+5% +$30.6K ﹤0.01% 3842
2025
Q1 		$613K Sell
54,276
-4,090
-7% -$47.7K ﹤0.01% 3949
2024
Q4 		$679K Sell
58,366
-20,820
-26% -$246K ﹤0.01% 3976
2024
Q3 		$885K Sell
79,186
-5,399
-6% -$64.1K ﹤0.01% 3623
2024
Q2 		$1.02M Sell
84,585
-34,604
-29% -$456K ﹤0.01% 3482
2024
Q1 		$1.77M Buy
119,189
+20,496
+21% +$301K ﹤0.01% 3070
2023
Q4 		$1.53M Buy
98,693
+1,946
+2% +$27.6K ﹤0.01% 3121
2023
Q3 		$1.41M Sell
96,747
-12,958
-12% -$193K ﹤0.01% 3066
2023
Q2 		$1.57M Buy
109,705
+35,970
+49% +$535K ﹤0.01% 3102
2023
Q1 		$1.09M Buy
73,735
+390
+0.5% +$5.94K ﹤0.01% 3312
2022
Q4 		$1.02M Sell
73,345
-11,290
-13% -$153K ﹤0.01% 3233
2022
Q3 		$1.1M Buy
84,635
+2,190
+3% +$30.6K ﹤0.01% 3183
2022
Q2 		$1.09M Sell
82,445
-2,600
-3% -$41K ﹤0.01% 3239
2022
Q1 		$1.51M Buy
85,045
+17,095
+25% +$285K ﹤0.01% 3539
2021
Q4 		$1.1M Buy
67,950
+2,513
+4% +$43.2K ﹤0.01% 4032
2021
Q3 		$1.07M Buy
65,437
+43,637
+200% +$710K ﹤0.01% 4185
2021
Q2 		$384K Buy
21,800
+21,300
+4,260% +$340K ﹤0.01% 4751
2021
Q1 		$9K Buy
+500
New +$9.6K ﹤0.01% 6374

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

Wells Fargo's PAX Position: Q2 2026 in Review

Wells Fargo increased its Patria Investments (PAX) stake by 37% in Q2 2026, buying an estimated $389K and bringing the position to 121,409 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Wells Fargo first reported a position in PAX in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2025. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Wells Fargo held 121,409 shares of Patria Investments worth $1.33M as of Q2 2026.
  • Wells Fargo bought 32,662 Patria Investments shares in Q2 2026, an estimated $389K.
  • Patria Investments made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3914 holding.
  • Wells Fargo first reported a position in Patria Investments in Q1 2021 and has held it in 22 quarters since.
  • Wells Fargo's Patria Investments position peaked at $2.06M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.