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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
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 $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
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
N
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 $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Root Financial Partners's FMX Position: Q1 2026 in Review

Root Financial Partners increased its Fomento Económico Mexicano (FMX) stake by 67% in Q1 2026, buying an estimated $215 and bringing the position to 5 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Root Financial Partners first reported a position in FMX in Q3 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Root Financial Partners held 5 shares of Fomento Económico Mexicano worth $555 as of Q1 2026.
  • Root Financial Partners bought 2 Fomento Económico Mexicano shares in Q1 2026, an estimated $215.
  • Fomento Económico Mexicano made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2836 holding.
  • Root Financial Partners first reported a position in Fomento Económico Mexicano in Q3 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.