MassMutual Private Wealth & Trust, FSB PAX — Patria Investments Ltd

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Patria Investments Ltd (PAX) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows PAX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Patria Investments Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAX stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held PAX — position size vs. price
% of Fund (quarterly)    PAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 142 +21 +17.4% 0.00% $2K 2026-04-13 $12.29
2025 Q4 ADDED — — — 121 +26 +27.4% 0.00% $2K 2026-01-07 $16.97
2025 Q3 UNCHANGED — — — 95 — 0% 0.00% $1K 2025-10-22 $14.15
2025 Q2 REDUCED 72.5% +6.3% ❌ 95 -251 -72.5% 0.00% $1K 2025-07-09 $13.40
2025 Q1 ADDED — — — 346 +207 +148.9% 0.00% $4K 2025-04-01 $10.76
2024 Q4 ADDED — — — 139 +122 +717.6% 0.00% $2K 2025-01-16 $10.34
2024 Q2 INITIATED — — — 17 — — 0.00% $205 2024-07-02 $11.16

🏢 Other funds also holding PAX

As of 2026 Q1 — sorted by position size

Endure Capital Management, LLC 52.39% Pertento Partners LLP 3Y 4.8% Zeno Equity Partners LLP 4.15% Point Nemo Capital, LLC 0.88% MHR FUND MANAGEMENT LLC 3Y 7Y 0.83% Aurora Investment Counsel 3Y 7Y 0.75% GLOBEFLEX CAPITAL L P 3Y 7Y 0.57% MIZUHO MARKETS AMERICAS LLC 3Y 0.52% SAMLYN CAPITAL, LLC 3Y 7Y 0.44% Jackson Creek Investment Advisors LLC 3Y 0.41%

FAQ About MassMutual Private Wealth & Trust, FSB and PAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PAX?

MassMutual Private Wealth & Trust, FSB reported PAX across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported PAX position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PAX was 0.00% in 2025 Q1.

What is the latest reported PAX position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 142 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this PAX ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their PAX position?

Based on 13F filing dates vs. subsequent PAX price moves, MassMutual Private Wealth & Trust, FSB correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PAX relative to SPY over the holding period was -7.9%.

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