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Patria Investments shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services investment in Patria Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Patria Investments by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6k 239 10.98

More positions owned by Pinnacle Wealth Planning Services

Spdr Series Trust ST STR SP600 SML (SPSM)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str Aggre Etf (SPAB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr St Str Marke Etf (EMTL)

View all positions for Pinnacle Wealth Planning Services

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