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Shum Financial Group’s FedEx FDX Stock Holding History

Shum Financial Group’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$567K Sell
1,812
-249
-12% -$90.5K 0.34% 69
2026
Q1 		$734K Sell
2,061
-102
-5% -$35.4K 0.52% 53
2025
Q4 		$625K Sell
2,163
-23
-1% -$6.04K 0.45% 57
2025
Q3 		$515K Buy
+2,186
New +$504K 0.38% 64
2025
Q1 		$704K Buy
2,889
+44
+2% +$11.4K 0.61% 52
2024
Q4 		$803K Sell
2,845
-56
-2% -$15.6K 0.69% 44
2024
Q3 		$799K Buy
+2,901
New +$842K 0.67% 49

Other funds holding FDX

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shum Financial Group's FDX Position: Q2 2026 in Review

Shum Financial Group reduced its FedEx (FDX) stake by 12% in Q2 2026, selling an estimated $90.5K and leaving 1,812 shares worth $567K. The position accounts for 0.34% of the portfolio, ranked #69.

Shum Financial Group first reported a position in FDX in Q3 2024 and has held it in 7 quarters since. The position peaked at $803K in Q4 2024. 1,123 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Shum Financial Group held 1,812 shares of FedEx worth $567K as of Q2 2026.
  • Shum Financial Group sold 249 FedEx shares in Q2 2026, an estimated $90.5K.
  • FedEx made up 0.34% of Shum Financial Group's portfolio in Q2 2026, its #69 holding.
  • Shum Financial Group first reported a position in FedEx in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's FedEx position peaked at $803K in Q4 2024.
  • 1,123 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.