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Patria Investments shares owned by CWM Advisors

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

Historical chart of CWM Advisors investment in Patria Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Patria Investments by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 81k 15.89
2025-06-30 $865k 62k 14.06

More positions owned by CWM Advisors

Caterpillar (CAT)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Arista Networks Com Shs (ANET)
Progressive Corporation (PGR)
Welltower Inc Com reit (WELL)
Interactive Brokers Group In Com Cl A (IBKR)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Monolithic Power Systems (MPWR)
Emcor (EME)

View all positions for CWM Advisors

Top funds holding Patria Investments

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

View all funds holding Patria Investments