Principal Securities’s Fomento Económico Mexicano FMX Stock Holding History

Principal Securities’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,078	Closed	-$106K	–	2118
2025 Q3	$106K	Buy	1,078 +13	+1%	+$1.21K	﹤0.01%	1572
2025 Q2	$110K	Sell	1,065 -26	-2%	-$2.68K	﹤0.01%	1514
2025 Q1	$93.3K	Hold	1,091	–	–	﹤0.01%	1471
2024 Q4	$93.3K	Buy	1,091 +109	+11%	+$10.1K	﹤0.01%	1469
2024 Q3	$96.9K	Buy	982 +12	+1%	+$1.29K	﹤0.01%	1413
2024 Q2	$104K	Sell	970 -2,183	-69%	-$255K	﹤0.01%	1309
2024 Q1	$411K	Sell	3,153 -1,456	-32%	-$190K	0.01%	745
2023 Q4	$601K	Buy	+4,609	New	+$548K	0.02%	539

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities's FMX Position: Q4 2025 in Review

Principal Securities sold out of Fomento Económico Mexicano (FMX) in Q4 2025, closing a stake of 1,078 shares — an estimated $106K sold.

Principal Securities first reported a position in FMX in Q4 2023 and held it in 8 quarters. The position peaked at $601K in Q4 2023. 295 funds tracked by Wall St. Rank hold FMX as of Q4 2025.

Principal Securities reported no remaining Fomento Económico Mexicano position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,078 Fomento Económico Mexicano shares in Q4 2025, an estimated $106K.
Principal Securities first reported a position in Fomento Económico Mexicano in Q4 2023 and held it in 8 quarters.
Principal Securities's Fomento Económico Mexicano position peaked at $601K in Q4 2023.
295 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.