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Patria Investments shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Patria Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Patria Investments by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6k 177 14.60
2025-06-30 $2.5k 177 14.06
2024-12-31 $896 77 11.64

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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