UFPG
MXF

United Financial Planning Group’s Mexico Fund MXF Stock Holding History

United Financial Planning Group’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
+5,255
New +$114K 0.06% 72

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

United Financial Planning Group's MXF Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Mexico Fund (MXF) in Q2 2026: 5,255 shares worth $115K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings.

46 funds tracked by Wall St. Rank hold MXF as of Q2 2026.

  • United Financial Planning Group held 5,255 shares of Mexico Fund worth $115K as of Q2 2026.
  • Mexico Fund was a new United Financial Planning Group position in Q2 2026.
  • Mexico Fund made up 0.06% of United Financial Planning Group's portfolio in Q2 2026, its #72 holding.
  • 46 funds tracked by Wall St. Rank held Mexico Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.