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 Q2	$318K	Buy	2,486 +36	+1%	+$4.34K	0.01%	930
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 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

RFG Advisory's FMX Position: Q2 2026 in Review

RFG Advisory increased its Fomento Económico Mexicano (FMX) stake by 1.5% in Q2 2026, buying an estimated $4.34K and bringing the position to 2,486 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #930.

RFG Advisory first reported a position in FMX in Q2 2021 and has held it in 20 quarters since. The position peaked at $329K in Q4 2023. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

RFG Advisory held 2,486 shares of Fomento Económico Mexicano worth $318K as of Q2 2026.
RFG Advisory bought 36 Fomento Económico Mexicano shares in Q2 2026, an estimated $4.34K.
Fomento Económico Mexicano made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #930 holding.
RFG Advisory first reported a position in Fomento Económico Mexicano in Q2 2021 and has held it in 20 quarters since.
RFG Advisory's Fomento Económico Mexicano position peaked at $329K in Q4 2023.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.