Captrust Financial Advisors »

Patria Investments shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Patria Investments

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Patria Investments by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $112k 10k 10.98

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Nvidia Corporation Stock (NVDA)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Amazon Stock (AMZN)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vanguard Morningstar Small-cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Patria Investments

Capital Research Global Investors
FMR
Endure Capital Management
BlackRock
Pertento Partners
Zeno Equity Partners
Mizuho Markets Americas
Fourth Sail Capital
State Street Corporation
UBS Group
MHR Fund Management
Adage Capital Partners GP
Geode Capital Management
Goldman Sachs Group
Northern Trust

View all funds holding Patria Investments