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CFG Wealth Management Services’s Fox Class A FOXA Stock Holding History

CFG Wealth Management Services’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,160
Closed -$84.8K – 163
2025
Q4 		$84.8K Buy
+1,160
New +$75.8K 0.08% 72

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Vanguard Capital Management
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CFG Wealth Management Services's FOXA Position: Q1 2026 in Review

CFG Wealth Management Services sold out of Fox Class A (FOXA) in Q1 2026, closing a stake of 1,160 shares — an estimated $84.8K sold.

CFG Wealth Management Services first reported a position in FOXA in Q4 2025 and held it in 1 quarter. The position peaked at $84.8K in Q4 2025. 737 funds tracked by Wall St. Rank hold FOXA as of Q1 2026.

  • CFG Wealth Management Services reported no remaining Fox Class A position as of Q1 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,160 Fox Class A shares in Q1 2026, an estimated $84.8K.
  • CFG Wealth Management Services first reported a position in Fox Class A in Q4 2025 and held it in 1 quarter.
  • CFG Wealth Management Services's Fox Class A position peaked at $84.8K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Fox Class A as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.