SI
FMX icon

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
Q2 		$900K Sell
7,040
-189
-3% -$22.8K 0.01% 703
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 $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

Stephens Inc's FMX Position: Q2 2026 in Review

Stephens Inc reduced its Fomento Económico Mexicano (FMX) stake by 2.6% in Q2 2026, selling an estimated $22.8K and leaving 7,040 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #703.

Stephens Inc first reported a position in FMX in Q2 2023 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Stephens Inc held 7,040 shares of Fomento Económico Mexicano worth $900K as of Q2 2026.
  • Stephens Inc sold 189 Fomento Económico Mexicano shares in Q2 2026, an estimated $22.8K.
  • Fomento Económico Mexicano made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #703 holding.
  • Stephens Inc first reported a position in Fomento Económico Mexicano in Q2 2023 and has held it in 13 quarters since.
  • 341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.