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FPAG icon

&Partners’s FPA Global Equity ETF FPAG Stock Holding History

&Partners’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 		$2.09M Buy
51,971
+14,308
+38% +$560K 0.01% 1003
2026
Q1 		$1.37M Buy
37,663
+10,365
+38% +$396K 0.01% 1121
2025
Q4 		$1.27M Buy
27,298
+20,749
+317% +$755K 0.01% 1094
2025
Q3 		$235K Buy
+6,549
New +$230K ﹤0.01% 1885

Other funds holding FPAG

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

&Partners's FPAG Position: Q2 2026 in Review

&Partners increased its FPA Global Equity ETF (FPAG) stake by 38% in Q2 2026, buying an estimated $560K and bringing the position to 51,971 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1003.

&Partners first reported a position in FPAG in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • &Partners held 51,971 shares of FPA Global Equity ETF worth $2.09M as of Q2 2026.
  • &Partners bought 14,308 FPA Global Equity ETF shares in Q2 2026, an estimated $560K.
  • FPA Global Equity ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1003 holding.
  • &Partners first reported a position in FPA Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.