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Mesirow Financial Investment Management’s FPA Global Equity ETF FPAG Stock Holding History

Mesirow Financial Investment Management’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.1M Sell
2,143,769
-2,219,773
-51% -$86.8M 1.35% 19
2026
Q1 		$158M Buy
4,363,542
+2,733,666
+168% +$104M 2.56% 7
2025
Q4 		$60.5M Sell
1,629,876
-341,550
-17% -$12.4M 1.24% 17
2025
Q3 		$70.7M Buy
1,971,426
+126,950
+7% +$4.46M 1.26% 17
2025
Q2 		$62.7M Sell
1,844,476
-484,907
-21% -$15.1M 1.22% 17
2025
Q1 		$70M Buy
2,329,383
+685,919
+42% +$21.4M 1.36% 16
2024
Q4 		$49.8M Buy
1,643,464
+121,097
+8% +$3.75M 0.99% 19
2024
Q3 		$47.1M Buy
1,522,367
+157,435
+12% +$4.72M 0.91% 23
2024
Q2 		$40.4M Buy
1,364,932
+136,812
+11% +$3.96M 0.91% 21
2024
Q1 		$35.5M Buy
1,228,120
+304,404
+33% +$8.3M 0.81% 26
2023
Q4 		$24.5M Buy
+923,716
New +$22.8M 0.9% 24

Other funds holding FPAG

VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return
DFS
Demming Financial Services Aurora, Ohio $157M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Mesirow Financial Investment Management's FPAG Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its FPA Global Equity ETF (FPAG) stake by 51% in Q2 2026, selling an estimated $86.8M and leaving 2,143,769 shares worth $86.1M. The position accounts for 1.35% of the portfolio, ranked #19.

Mesirow Financial Investment Management first reported a position in FPAG in Q4 2023 and has held it in 11 quarters since. The position peaked at $158M in Q1 2026. 32 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • Mesirow Financial Investment Management held 2,143,769 shares of FPA Global Equity ETF worth $86.1M as of Q2 2026.
  • Mesirow Financial Investment Management sold 2,219,773 FPA Global Equity ETF shares in Q2 2026, an estimated $86.8M.
  • FPA Global Equity ETF made up 1.35% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #19 holding.
  • Mesirow Financial Investment Management first reported a position in FPA Global Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's FPA Global Equity ETF position peaked at $158M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.