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Pinnacle Wealth Planning Services, Inc. → PAX
Pinnacle Wealth Planning Services, Inc. PAX Position History
Patria Investments Limited • Financial Services
Quarters held
2
Latest value
$2K
Q3 2026
Peak value
$3K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $3K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 239 | — | — |
| Q2 2026 | $3K | 239 | — | — |
Other funds holding PAX
$23.7M
$16.6M
$15.3M
$15.3M
$12.4M