PCS
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Personal CFO Solutions’s Fox Class A FOXA Stock Holding History

Personal CFO Solutions’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,310
Closed -$242K – 504
2025
Q2 		$242K Buy
+4,310
New +$227K 0.04% 400
2024
Q3 		– Sell
-12,644
Closed -$435K – 576
2024
Q2 		$435K Sell
12,644
-776
-6% -$25.3K 0.07% 280
2024
Q1 		$420K Buy
13,420
+137
+1% +$4.16K 0.07% 298
2023
Q4 		$394K Buy
13,283
+216
+2% +$6.53K 0.07% 298
2023
Q3 		$408K Buy
13,067
+460
+4% +$15.1K 0.08% 243
2023
Q2 		$429K Buy
12,607
+368
+3% +$12K 0.09% 238
2023
Q1 		$417K Buy
12,239
+750
+7% +$25.3K 0.09% 229
2022
Q4 		$349K Buy
+11,489
New +$351K 0.07% 263

Other funds holding FOXA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return