BFCFSI
FMX icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Fomento Económico Mexicano FMX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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 		$121K Buy
945
+944
+94,400% +$114K 0.02% 684
2026
Q1 		$56 Sell
1
-1,295
-100% -$139K ﹤0.01% 2429
2025
Q4 		$131K Buy
1,296
+3
+0.2% +$291 0.02% 692
2025
Q3 		$128K Buy
+1,293
New +$120K 0.02% 637

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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 $83.2B AUM 35.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s FMX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Fomento Económico Mexicano (FMX) stake by 94,400% in Q2 2026, buying an estimated $114K and bringing the position to 945 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #684.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in FMX in Q3 2025 and has held it in 4 quarters since. The position peaked at $131K in Q4 2025. 346 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 945 shares of Fomento Económico Mexicano worth $121K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 944 Fomento Económico Mexicano shares in Q2 2026, an estimated $114K.
  • Fomento Económico Mexicano made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #684 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Fomento Económico Mexicano in Q3 2025 and has held it in 4 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Fomento Económico Mexicano position peaked at $131K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.