Peak Financial Advisors
FDXF icon

Peak Financial Advisors’s FedEx Freight FDXF Stock Holding History

Peak Financial Advisors’s Portfolio FDXF Stock Details FDXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$575K Buy
5,257
+58
+1% +$7.94K 0.25% 55
2026
Q2 		$785K Buy
+5,199
New +$852K 0.33% 45

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Peak Financial Advisors's FDXF Position: Q3 2026 in Review

Peak Financial Advisors increased its FedEx Freight (FDXF) stake by 1.1% in Q3 2026, buying an estimated $7.94K and bringing the position to 5,257 shares worth $575K. The position accounts for 0.25% of the portfolio, ranked #55.

Peak Financial Advisors first reported a position in FDXF in Q2 2026 and has held it in 2 quarters since. The position peaked at $785K in Q2 2026. 692 funds tracked by Wall St. Rank hold FDXF as of Q3 2026.

  • Peak Financial Advisors held 5,257 shares of FedEx Freight worth $575K as of Q3 2026.
  • Peak Financial Advisors bought 58 FedEx Freight shares in Q3 2026, an estimated $7.94K.
  • FedEx Freight made up 0.25% of Peak Financial Advisors's portfolio in Q3 2026, its #55 holding.
  • Peak Financial Advisors first reported a position in FedEx Freight in Q2 2026 and has held it in 2 quarters since.
  • Peak Financial Advisors's FedEx Freight position peaked at $785K in Q2 2026.
  • 692 funds tracked by Wall St. Rank held FedEx Freight as of Q3 2026.

Based on Peak Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.