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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal CFO Solutions's FOXA Position: Q3 2025 in Review

Personal CFO Solutions sold out of Fox Class A (FOXA) in Q3 2025, closing a stake of 4,310 shares — an estimated $242K sold.

Personal CFO Solutions first reported a position in FOXA in Q4 2022 and held it in 8 quarters. The position peaked at $435K in Q2 2024. 717 funds tracked by Wall St. Rank hold FOXA as of Q3 2025.

  • Personal CFO Solutions reported no remaining Fox Class A position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 4,310 Fox Class A shares in Q3 2025, an estimated $242K.
  • Personal CFO Solutions first reported a position in Fox Class A in Q4 2022 and held it in 8 quarters.
  • Personal CFO Solutions's Fox Class A position peaked at $435K in Q2 2024.
  • 717 funds tracked by Wall St. Rank held Fox Class A as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.