KLEIN PAVLIS & PEASLEY FINANCIAL, INC. FOXA — FOX CORP

Ownership history in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.  ·  6 quarters on record

AI Ownership Summary

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported FOX CORP (FOXA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows FOXA at 0.12% 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.

What this FOXA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s position in FOX CORP, 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 Q3

FOXA was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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.

FOXA stock page KLEIN PAVLIS & PEASLEY FINANCIAL, INC. fund profile KLEIN PAVLIS & PEASLEY FINANCIAL, INC. full holdings
How KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held FOXA — position size vs. price
% of Fund (quarterly)    FOXA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,752 -1,262 -25.2% 0.12% $235K 2026-10-13 $62.50
2026 Q1 ADDED — — — 5,014 +47 +0.9% 0.16% $293K 2026-04-23 $64.25
2025 Q4 REDUCED — — — 4,967 -18 -0.4% 0.21% $363K 2026-01-14 $72.41
2025 Q3 ADDED — — — 4,985 +36 +0.7% 0.19% $314K 2025-10-28 $60.54
2025 Q2 REDUCED — — — 4,949 -9 -0.2% 0.19% $277K 2025-07-17 $55.61
2025 Q1 INITIATED — — — 4,958 — — 0.20% $277K 2025-05-09 $49.55

🏢 Other funds also holding FOXA

As of 2026 Q3 — sorted by position size

WINNACLE WEALTH LLC 0.61% Park Capital Management, LLC / WI 0.24% Weaver Capital Management LLC 0.23% WESTCO ADVISORY SERVICES INC /ADV 0.16% Y-Intercept (Hong Kong) Ltd 3Y 0.08% ANCHYRA PARTNERS LLC 0.08% Balefire, LLC 3Y 7Y 0.08% Fruth Investment Management 3Y 7Y 0.05% Aaron Wealth Advisors LLC 3Y 0.05% V-Square Quantitative Management LLC 3Y 0.04%

FAQ About KLEIN PAVLIS & PEASLEY FINANCIAL, INC. and FOXA

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

How long has KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported owning FOXA?

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported FOXA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported FOXA position in KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s portfolio?

The largest reported portfolio weight for FOXA was 0.21% in 2025 Q4.

What is the latest reported FOXA position on this page?

The most recent filing on this page is 2026 Q3, when KLEIN PAVLIS & PEASLEY FINANCIAL, INC. reported 3,752 shares, equal to 0.12% of portfolio, with an estimated market value of $235K.

What does the chart on this FOXA ownership page compare?

The chart compares KLEIN PAVLIS & PEASLEY FINANCIAL, INC.'s quarterly FOXA 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 KLEIN PAVLIS & PEASLEY FINANCIAL, INC. time their FOXA position?

Based on 13F filing dates vs. subsequent FOXA price moves, KLEIN PAVLIS & PEASLEY FINANCIAL, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FOXA relative to SPY over the holding period was +333.1%.

← Back to KLEIN PAVLIS & PEASLEY FINANCIAL, INC. Holdings