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Creative Planning PAX Position History
Patria Investments Limited • Financial Services
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.2M |
| Q2 2026 | $26K |
| Q2 2026 | $1.4M |
| Q3 2026 | $10K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 125.0K | — | — |
| Q3 2026 | $10K | 970 | — | — |
| Q2 2026 | $1.4M | 126.7K | — | — |
| Q2 2026 | $26K | 2.3K | — | — |
| Q1 2026 | $1.2M | 95.2K | — | — |
| Q4 2025 | $1.8M | 115.9K | — | — |
| Q3 2025 | $1.3M | 87.4K | — | — |
| Q3 2025 | $10K | 691 | — | — |
Other funds holding PAX
$23.7M
$16.6M
$15.3M
$15.3M
$12.4M