DOSSIER · 13F Holders · Q2 2026
PAXWX

PAX WORLD BALANCED INV CL

2 institutions still hold PAX WORLD BALANCED INV CL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 704223106·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$93K
visible holders
Holders
2
filers reporting
Concentration
55.28%
McMillan Office, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported PAXWX in Q2 2026. McMillan Office, Inc. leads at 55.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McMillan Office, Inc.
CIK 0002109205
$52K2K0.01%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$42K2K0.00%Q1 2026