Plan Group Financial
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Plan Group Financial’s Fox Class A FOXA Stock Holding History

Plan Group Financial’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
2026
Q3 		$460K Buy
6,870
+1,396
+26% +$86.9K 0.09% 130
2026
Q2 		$286K Buy
5,474
+1,324
+32% +$81.8K 0.06% 181
2026
Q1 		$242K Buy
4,150
+857
+26% +$54.7K 0.06% 196
2025
Q4 		$241K Buy
+3,293
New +$215K 0.06% 175

Other funds holding FOXA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Plan Group Financial's FOXA Position: Q3 2026 in Review

Plan Group Financial increased its Fox Class A (FOXA) stake by 26% in Q3 2026, buying an estimated $86.9K and bringing the position to 6,870 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #130.

Plan Group Financial first reported a position in FOXA in Q4 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold FOXA as of Q3 2026.

  • Plan Group Financial held 6,870 shares of Fox Class A worth $460K as of Q3 2026.
  • Plan Group Financial bought 1,396 Fox Class A shares in Q3 2026, an estimated $86.9K.
  • Fox Class A made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #130 holding.
  • Plan Group Financial first reported a position in Fox Class A in Q4 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Fox Class A as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.