Position in PAX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$265,650
-$39,194 QoQ
Shares Held
24,194
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#6
of 28 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Moody Aldrich Partners LLC holds $14,120,289 across 4 Asset Management names. PAX ranks #4 (1.9% of the industry book) .
All Filings in PAX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,650 | 24,194 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $304,844 | 24,194 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||