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Patria Investments shares owned by Creative Planning

Quarter-by-quarter ownership of Patria Investments (PAX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Patria Investments

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All positions including Patria Investments held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Patria Investments by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 88k 14.60
2025-06-30 $866k 62k 14.06
2025-03-31 $410k 36k 11.29
2024-12-31 $697k 60k 11.63

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Patria Investments

Capital Research Global Investors
FMR
BlackRock
Pertento Partners
Samlyn Capital
Mizuho Markets Americas
Inherent Management Corp.
Adage Capital Partners GP
State Street Corporation
Millennium Management
Geode Capital Management
MHR Fund Management
UBS Group
Nuveen
Northern Trust

View all funds holding Patria Investments