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Confluence Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Confluence Investment Management’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 		$381K Buy
2,979
+252
+9% +$30.4K 0.01% 254
2026
Q1 		$303K Buy
2,727
+91
+3% +$9.79K ﹤0.01% 256
2025
Q4 		$266K Hold
2,636
– – ﹤0.01% 271
2025
Q3 		$260K Sell
2,636
-78
-3% -$7.25K ﹤0.01% 267
2025
Q2 		$280K Sell
2,714
-156
-5% -$16.1K ﹤0.01% 261
2025
Q1 		$280K Sell
2,870
-182
-6% -$16.5K ﹤0.01% 269
2024
Q4 		$261K Hold
3,052
– – ﹤0.01% 276
2024
Q3 		$301K Buy
3,052
+13
+0.4% +$1.4K ﹤0.01% 274
2024
Q2 		$327K Sell
3,039
-38
-1% -$4.44K ﹤0.01% 266
2024
Q1 		$401K Sell
3,077
-91
-3% -$11.9K 0.01% 259
2023
Q4 		$413K Hold
3,168
– – 0.01% 257
2023
Q3 		$346K Sell
3,168
-273
-8% -$30.3K 0.01% 254
2023
Q2 		$381K Hold
3,441
– – 0.01% 252
2023
Q1 		$328K Buy
3,441
+315
+10% +$27.6K ﹤0.01% 259
2022
Q4 		$244K Sell
3,126
-361
-10% -$26.6K ﹤0.01% 287
2022
Q3 		$219K Hold
3,487
– – ﹤0.01% 287
2022
Q2 		$235K Buy
3,487
+582
+20% +$43K ﹤0.01% 292
2022
Q1 		$241K Sell
2,905
-47
-2% -$3.7K ﹤0.01% 295
2021
Q4 		$229K Sell
2,952
-402
-12% -$31.5K ﹤0.01% 298
2021
Q3 		$291K Buy
3,354
+30
+0.9% +$2.58K ﹤0.01% 269
2021
Q2 		$281K Sell
3,324
-111
-3% -$9.09K ﹤0.01% 276
2021
Q1 		$259K Buy
3,435
+166
+5% +$12.1K ﹤0.01% 281
2020
Q4 		$248K Buy
+3,269
New +$219K ﹤0.01% 279
2020
Q3 		– Sell
-3,412
Closed -$212K – 295
2020
Q2 		$212K Buy
+3,412
New +$217K ﹤0.01% 281
2020
Q1 		– Sell
-3,120
Closed -$302K – 298
2019
Q4 		$302K Buy
3,120
+143
+5% +$13.1K ﹤0.01% 257
2019
Q3 		$273K Sell
2,977
-143
-5% -$13.2K ﹤0.01% 261
2019
Q2 		$302K Buy
3,120
+2
+0.1% +$194 ﹤0.01% 257
2019
Q1 		$288K Buy
3,118
+37
+1% +$3.38K ﹤0.01% 259
2018
Q4 		$265K Buy
+3,081
New +$274K 0.01% 280

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Confluence Investment Management's FMX Position: Q2 2026 in Review

Confluence Investment Management increased its Fomento Económico Mexicano (FMX) stake by 9.2% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,979 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #254.

Confluence Investment Management first reported a position in FMX in Q4 2018 and has held it in 29 quarters since. The position peaked at $413K in Q4 2023. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Confluence Investment Management held 2,979 shares of Fomento Económico Mexicano worth $381K as of Q2 2026.
  • Confluence Investment Management bought 252 Fomento Económico Mexicano shares in Q2 2026, an estimated $30.4K.
  • Fomento Económico Mexicano made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #254 holding.
  • Confluence Investment Management first reported a position in Fomento Económico Mexicano in Q4 2018 and has held it in 29 quarters since.
  • Confluence Investment Management's Fomento Económico Mexicano position peaked at $413K in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.