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Ballentine Partners’s Fomento Económico Mexicano FMX Stock Holding History

Ballentine Partners’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Buy
2,621
+163
+7% +$19.7K ﹤0.01% 739
2026
Q1 		$273K Buy
2,458
+303
+14% +$32.6K ﹤0.01% 789
2025
Q4 		$218K Sell
2,155
-203
-9% -$19.7K ﹤0.01% 886
2025
Q3 		$233K Sell
2,358
-136
-5% -$12.6K ﹤0.01% 845
2025
Q2 		$257K Sell
2,494
-52
-2% -$5.37K ﹤0.01% 761
2025
Q1 		$248K Buy
+2,546
New +$230K ﹤0.01% 699
2024
Q2 		– Sell
-1,915
Closed -$249K – 775
2024
Q1 		$249K Sell
1,915
-95
-5% -$12.4K ﹤0.01% 610
2023
Q4 		$262K Buy
+2,010
New +$239K 0.01% 543

Other funds holding FMX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ballentine Partners's FMX Position: Q2 2026 in Review

Ballentine Partners increased its Fomento Económico Mexicano (FMX) stake by 6.6% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,621 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Ballentine Partners first reported a position in FMX in Q4 2023 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Ballentine Partners held 2,621 shares of Fomento Económico Mexicano worth $335K as of Q2 2026.
  • Ballentine Partners bought 163 Fomento Económico Mexicano shares in Q2 2026, an estimated $19.7K.
  • Fomento Económico Mexicano made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #739 holding.
  • Ballentine Partners first reported a position in Fomento Económico Mexicano in Q4 2023 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.