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
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 $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