Root Financial Partners’s Fomento Económico Mexicano FMX Stock Holding History

Root Financial Partners’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 Q3	$711	Buy	+6	New	+$739	﹤0.01%	3095
2026 Q2	–	Sell	-5	Closed	-$555	–	1405
2026 Q1	$555	Buy	5 +2	+67%	+$215	﹤0.01%	2836
2025 Q4	$303	Hold	3	–	–	﹤0.01%	2263
2025 Q3	$296	Buy	+3	New	+$279	﹤0.01%	2187

Other funds holding FMX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

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

Root Financial Partners opened a new position in Fomento Económico Mexicano (FMX) in Q3 2026: 6 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #3095 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FMX as recently as Q1 2026.

Root Financial Partners first reported a position in FMX in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

Root Financial Partners held 6 shares of Fomento Económico Mexicano worth $711 as of Q3 2026.
Fomento Económico Mexicano was a new Root Financial Partners position in Q3 2026.
Fomento Económico Mexicano made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3095 holding.
Root Financial Partners first reported a position in Fomento Económico Mexicano in Q3 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

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