CONFLUENCE INVESTMENT MANAGEMENT LLC FMX — FOMENTO ECONOMICO MEXICANO, S.

Ownership history in CONFLUENCE INVESTMENT MANAGEMENT LLC  ·  27 quarters on record

AI Ownership Summary

CONFLUENCE INVESTMENT MANAGEMENT LLC reported FOMENTO ECONOMICO MEXICANO, S. (FMX) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FMX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONFLUENCE INVESTMENT MANAGEMENT LLC's position in FOMENTO ECONOMICO MEXICANO, S., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMX stock page CONFLUENCE INVESTMENT MANAGEMENT LLC fund profile CONFLUENCE INVESTMENT MANAGEMENT LLC full holdings
How CONFLUENCE INVESTMENT MANAGEMENT LLC held FMX — position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,727 +91 +3.5% 0.00% $303K 2026-05-15 (Est.) $121.38
2025 Q4 UNCHANGED — — — 2,636 — 0% 0.00% $266K 2026-01-05 $100.91
2025 Q3 REDUCED — — — 2,636 -78 -2.9% 0.00% $260K 2025-10-14 $90.70
2025 Q2 REDUCED 5.4% -1.6% ✅ 2,714 -156 -5.4% 0.00% $280K 2025-07-01 $99.77
2025 Q1 REDUCED 6.0% +7.4% ❌ 2,870 -182 -6.0% 0.00% $280K 2025-04-01 $94.97
2024 Q4 REDUCED — — — 3,052 -116 -3.7% 0.00% $261K 2025-01-02 $80.13
2024 Q3 ADDED — — — 3,168 +129 +4.2% 0.01% $413K 2024-11-05 $90.27
2024 Q2 REDUCED — — — 3,039 -38 -1.2% 0.00% $327K 2024-07-01 $99.82
2024 Q1 REDUCED — — — 3,077 -91 -2.9% 0.01% $401K 2024-04-01 $118.34
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FMX

As of 2026 Q1 — sorted by position size

Skerryvore Asset Management Ltd 25.66% Cook & Bynum Capital Management, LLC 3Y 7Y 20.88% Fundamenta Capital S.A. 8.0% HARDING LOEVNER LP 3Y 7Y 6.35% Northcape Capital Pty Ltd 3Y 7Y 6.33% ABS Direct Equity Fund LLC 5.54% INCA Investments LLC 3Y 7Y 4.34% Black Creek Investment Management Inc. 3Y 7Y 3.51% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 3.28% Templeton & Phillips Capital Management, LLC 3Y 2.46%

FAQ About CONFLUENCE INVESTMENT MANAGEMENT LLC and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONFLUENCE INVESTMENT MANAGEMENT LLC reported owning FMX?

CONFLUENCE INVESTMENT MANAGEMENT LLC reported FMX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FMX position in CONFLUENCE INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FMX was 0.01% in 2024 Q3.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q1, when CONFLUENCE INVESTMENT MANAGEMENT LLC reported 2,727 shares, equal to 0.00% of portfolio, with an estimated market value of $303K.

What does the chart on this FMX ownership page compare?

The chart compares CONFLUENCE INVESTMENT MANAGEMENT LLC's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONFLUENCE INVESTMENT MANAGEMENT LLC time their FMX position?

Based on 13F filing dates vs. subsequent FMX price moves, CONFLUENCE INVESTMENT MANAGEMENT LLC correctly timed 9 out of 23 reported position changes (39%). The annualised alpha on FMX relative to SPY over the holding period was -8.9%.

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