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Patria Investments shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Patria Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Patria Investments by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0k 136 14.60
2025-06-30 $15k 1.0k 14.06
2025-03-31 $2.3k 201 11.29
2024-12-31 $1.8k 154 11.63

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View all positions for EverSource Wealth Advisors

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