RFP
FMX icon

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
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

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's FMX Position: Q2 2026 in Review

Root Financial Partners sold out of Fomento Económico Mexicano (FMX) in Q2 2026, closing a stake of 5 shares — an estimated $555 sold.

Root Financial Partners first reported a position in FMX in Q3 2025 and held it in 3 quarters. The position peaked at $555 in Q1 2026. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Root Financial Partners reported no remaining Fomento Económico Mexicano position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 Fomento Económico Mexicano shares in Q2 2026, an estimated $555.
  • Root Financial Partners first reported a position in Fomento Económico Mexicano in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Fomento Económico Mexicano position peaked at $555 in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.