Corient Private Wealth
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Corient Private Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Corient Private Wealth’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 		$630K Buy
4,927
+716
+17% +$86.3K ﹤0.01% 2072
2026
Q1 		$464K Sell
4,211
-680
-14% -$73.2K ﹤0.01% 2072
2025
Q4 		$494K Buy
4,891
+301
+7% +$29.2K ﹤0.01% 1882
2025
Q3 		$453K Sell
4,590
-195
-4% -$18.1K ﹤0.01% 1851
2025
Q2 		$493K Sell
4,785
-81
-2% -$8.36K ﹤0.01% 1714
2025
Q1 		$475K Sell
4,866
-281
-5% -$25.4K ﹤0.01% 1623
2024
Q4 		$440K Buy
5,147
+686
+15% +$63.7K ﹤0.01% 1691
2024
Q3 		$440K Sell
4,461
-28
-0.6% -$3.02K ﹤0.01% 1809
2024
Q2 		$483K Buy
4,489
+13
+0.3% +$1.52K ﹤0.01% 1660
2024
Q1 		$583K Buy
4,476
+66
+1% +$8.62K ﹤0.01% 1559
2023
Q4 		$575K Buy
4,410
+796
+22% +$94.7K ﹤0.01% 1541
2023
Q3 		$394K Buy
3,614
+13
+0.4% +$1.44K ﹤0.01% 1620
2023
Q2 		$399K Sell
3,601
-100
-3% -$10.1K ﹤0.01% 1563
2023
Q1 		$352K Buy
+3,701
New +$324K ﹤0.01% 1529

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

Corient Private Wealth's FMX Position: Q2 2026 in Review

Corient Private Wealth increased its Fomento Económico Mexicano (FMX) stake by 17% in Q2 2026, buying an estimated $86.3K and bringing the position to 4,927 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Corient Private Wealth first reported a position in FMX in Q1 2023 and has held it in 14 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Corient Private Wealth held 4,927 shares of Fomento Económico Mexicano worth $630K as of Q2 2026.
  • Corient Private Wealth bought 716 Fomento Económico Mexicano shares in Q2 2026, an estimated $86.3K.
  • Fomento Económico Mexicano made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2072 holding.
  • Corient Private Wealth first reported a position in Fomento Económico Mexicano in Q1 2023 and has held it in 14 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.