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Independent Financial Group’s Fox Class B FOX Stock Holding History

Independent Financial 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 		– Sell
-4,855
Closed -$315K – 1476
2025
Q4 		$315K Buy
+4,855
New +$283K 0.01% 1127
2025
Q3 		– Sell
-4,060
Closed -$210K – 1386
2025
Q2 		$210K Buy
+4,060
New +$198K 0.01% 1206
2025
Q1 		– Sell
-4,985
Closed -$228K – 1207
2024
Q4 		$228K Buy
+4,985
New +$210K 0.01% 1030

Other funds holding FOX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's FOX Position: Q1 2026 in Review

Independent Financial Group sold out of Fox Class B (FOX) in Q1 2026, closing a stake of 4,855 shares — an estimated $315K sold.

Independent Financial Group first reported a position in FOX in Q4 2024 and held it in 3 quarters. The position peaked at $315K in Q4 2025. 531 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

  • Independent Financial Group reported no remaining Fox Class B position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,855 Fox Class B shares in Q1 2026, an estimated $315K.
  • Independent Financial Group first reported a position in Fox Class B in Q4 2024 and held it in 3 quarters.
  • Independent Financial Group's Fox Class B position peaked at $315K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.