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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

AMX holding history

America Movil SAB de CV in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMX overviewAll 13F holders of AMXFull Q2 2026 holdings

Shares (Q2 2026)
17,114
Value
$444.8K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of AMX by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,114$444.8K<0.1%−9,115−34.8%ReducedHolders
Q1 202626,229$668.3K<0.1%+26,229NewHolders
Q3 20250$00.0%−17,093−100.0%Sold outHolders
Q2 202517,093$306.6K<0.1%+1,678+10.9%AddedHolders
Q1 202515,415$219.2K<0.1%+1,648+12.0%AddedHolders
Q4 202413,767$197.0K<0.1%−60.0%ReducedHolders
Q3 202413,773$225.3K<0.1%+67+0.5%AddedHolders
Q2 202413,706$233.0K<0.1%−648−4.5%ReducedHolders
Q1 202414,354$267.8K<0.1%−22,677−61.2%ReducedHolders
Q4 202337,031$685.8K<0.1%−77−0.2%ReducedHolders
Q3 202337,108$642.7K<0.1%+810+2.2%AddedHolders
Q2 202336,298$785.5K<0.1%−208−0.6%ReducedHolders
Q1 202336,506$768.4K<0.1%−2,175−5.6%ReducedHolders
Q4 202238,681$704.0K<0.1%−238−0.6%ReducedHolders
Q3 202238,919$641.0K<0.1%+10,722+38.0%AddedHolders
Q2 202228,197$576.0K<0.1%+8,431+42.7%AddedHolders
Q1 202219,766$418.0K<0.1%+8,238+71.5%AddedHolders
Q4 202111,528$243.0K<0.1%+158+1.4%AddedHolders
Q3 202111,370$201.0K<0.1%00.0%UnchangedHolders
Q2 202111,370$171.0K<0.1%−6,996−38.1%ReducedHolders
Q1 202118,366$249.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.