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Estate Planners Group’s Fox Class B FOX Stock Holding History

Estate Planners Group’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Buy
4,216
+13
+0.3% +$751 0.11% 67
2025
Q4 		$273K Buy
+4,203
New +$245K 0.12% 56

Other funds holding FOX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Planners Group's FOX Position: Q1 2026 in Review

Estate Planners Group increased its Fox Class B (FOX) stake by 0.31% in Q1 2026, buying an estimated $751 and bringing the position to 4,216 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #67.

Estate Planners Group first reported a position in FOX in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 528 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

  • Estate Planners Group held 4,216 shares of Fox Class B worth $224K as of Q1 2026.
  • Estate Planners Group bought 13 Fox Class B shares in Q1 2026, an estimated $751.
  • Fox Class B made up 0.11% of Estate Planners Group's portfolio in Q1 2026, its #67 holding.
  • Estate Planners Group first reported a position in Fox Class B in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Fox Class B position peaked at $273K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.