Root Financial Partners
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Root Financial Partners’s America Movil AMX Stock Holding History

Root Financial Partners’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.58K Buy
+122
New +$2.94K ﹤0.01% 2515
2026
Q2 		– Sell
-22
Closed -$561 – 547
2026
Q1 		$561 Buy
+22
New +$502 ﹤0.01% 2831

Other funds holding AMX

Fidelity Investments
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Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's AMX Position: Q3 2026 in Review

Root Financial Partners opened a new position in America Movil (AMX) in Q3 2026: 122 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2515 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AMX as recently as Q1 2026.

Root Financial Partners first reported a position in AMX in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • Root Financial Partners held 122 shares of America Movil worth $2.58K as of Q3 2026.
  • America Movil was a new Root Financial Partners position in Q3 2026.
  • America Movil made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2515 holding.
  • Root Financial Partners first reported a position in America Movil in Q1 2026 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.