Stephens Inc’s Fomento Económico Mexicano FMX Stock Holding History

Stephens Inc’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	$803K	Buy	7,229 +353	+5%	+$38K	0.01%	703
2025 Q4	$695K	Buy	6,876 +75	+1%	+$7.29K	0.01%	730
2025 Q3	$671K	Buy	6,801 +876	+15%	+$81.4K	0.01%	760
2025 Q2	$610K	Sell	5,925 -12	-0.2%	-$1.24K	0.01%	771
2025 Q1	$579K	Buy	5,937 +121	+2%	+$11K	0.01%	759
2024 Q4	$497K	Buy	5,816 +1,372	+31%	+$127K	0.01%	840
2024 Q3	$439K	Buy	4,444 +4	+0.1%	+$431	0.01%	891
2024 Q2	$478K	Sell	4,440 -9	-0.2%	-$1.05K	0.01%	819
2024 Q1	$580K	Buy	4,449 +223	+5%	+$29.1K	0.01%	759
2023 Q4	$551K	Buy	4,226 +144	+4%	+$17.1K	0.01%	712
2023 Q3	$446K	Sell	4,082 -380	-9%	-$42.2K	0.01%	771
2023 Q2	$495K	Buy	+4,462	New	+$449K	0.01%	743

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 $528B AUM 27.57% 1-Year Est. Return

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

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 $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return