RFG Advisory’s Fomento Económico Mexicano FMX Stock Holding History

RFG Advisory’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
2026 Q1	$272K	Sell	2,450 -78	-3%	-$8.39K	0.01%	918
2025 Q4	$256K	Sell	2,528 -29	-1%	-$2.82K	﹤0.01%	879
2025 Q3	$252K	Hold	2,557	–	–	0.01%	860
2025 Q2	$263K	Buy	2,557 +32	+1%	+$3.3K	0.01%	821
2025 Q1	$246K	Hold	2,525	–	–	0.01%	776
2024 Q4	$216K	Buy	2,525 +75	+3%	+$6.96K	0.01%	735
2024 Q3	$242K	Sell	2,450 -75	-3%	-$8.08K	0.01%	668
2024 Q2	$272K	Hold	2,525	–	–	0.01%	617
2024 Q1	$329K	Hold	2,525	–	–	0.01%	591
2023 Q4	$329K	Sell	2,525 -75	-3%	-$8.92K	0.01%	529
2023 Q3	$284K	Hold	2,600	–	–	0.01%	524
2023 Q2	$288K	Sell	2,600 -50	-2%	-$5.03K	0.01%	535
2023 Q1	$252K	Hold	2,650	–	–	0.01%	554
2022 Q4	$221K	Sell	2,650 -35	-1%	-$2.57K	0.01%	570
2022 Q3	$203K	Buy	+2,685	New	+$169K	0.01%	580
2022 Q2	–	Sell	-2,610	Closed	-$216K	–	573
2022 Q1	$216K	Hold	2,610	–	–	0.01%	474
2021 Q4	$203K	Hold	2,610	–	–	0.01%	461
2021 Q3	$226K	Hold	2,610	–	–	0.02%	391
2021 Q2	$221K	Buy	+2,610	New	+$214K	0.02%	408

Other funds holding FMX

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return