Greenleaf Trust’s Fomento Económico Mexicano FMX Stock Holding History

Greenleaf Trust’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	$311K	Hold	2,430	–	–	﹤0.01%	680
2026 Q1	$270K	Buy	2,430 +10	+0.4%	+$1.08K	﹤0.01%	687
2025 Q4	$245K	Buy	2,420 +4	+0.2%	+$389	﹤0.01%	724
2025 Q3	$238K	Sell	2,416 -5	-0.2%	-$465	﹤0.01%	727
2025 Q2	$249K	Buy	2,421 +10	+0.4%	+$1.03K	﹤0.01%	698
2025 Q1	$235K	Buy	2,411 +16	+0.7%	+$1.45K	﹤0.01%	726
2024 Q4	$205K	Hold	2,395	–	–	﹤0.01%	776
2024 Q3	$236K	Hold	2,395	–	–	﹤0.01%	744
2024 Q2	$258K	Sell	2,395 -9	-0.4%	-$1.05K	﹤0.01%	661
2024 Q1	$313K	Buy	2,404 +9	+0.4%	+$1.18K	﹤0.01%	593
2023 Q4	$312K	Hold	2,395	–	–	﹤0.01%	584
2023 Q3	$261K	Hold	2,395	–	–	﹤0.01%	625
2023 Q2	$265K	Hold	2,395	–	–	﹤0.01%	630
2023 Q1	$228K	Buy	+2,395	New	+$210K	﹤0.01%	690

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Greenleaf Trust's FMX Position: Q2 2026 in Review

Greenleaf Trust held its Fomento Económico Mexicano (FMX) position steady in Q2 2026 at 2,430 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Greenleaf Trust first reported a position in FMX in Q1 2023 and has held it in 14 quarters since. The position peaked at $313K in Q1 2024. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Greenleaf Trust held 2,430 shares of Fomento Económico Mexicano worth $311K as of Q2 2026.
Greenleaf Trust left its Fomento Económico Mexicano share count unchanged in Q2 2026.
Fomento Económico Mexicano made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #680 holding.
Greenleaf Trust first reported a position in Fomento Económico Mexicano in Q1 2023 and has held it in 14 quarters since.
Greenleaf Trust's Fomento Económico Mexicano position peaked at $313K in Q1 2024.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.