Steward Partners Investment Advisory’s Fomento Económico Mexicano FMX Stock Holding History

Steward Partners Investment Advisory’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	$45.5K	Buy	410 +20	+5%	+$2.15K	﹤0.01%	2831
2025 Q4	$39.4K	Buy	390 +3	+0.8%	+$291	﹤0.01%	2796
2025 Q3	$38.2K	Buy	387 +2	+0.5%	+$186	﹤0.01%	2746
2025 Q2	$39.6K	Buy	+385	New	+$39.7K	﹤0.01%	2592
2022 Q4	–	Sell	-43	Closed	-$3K	–	3401
2022 Q3	$3K	Buy	+43	New	+$2.71K	﹤0.01%	2932
2019 Q3	–	Sell	-16	Closed	-$1K	–	2663
2019 Q2	$1K	Buy	+16	New	+$1.55K	﹤0.01%	2522

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