Advocate Group
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Advocate Group’s Freeport-McMoran FCX Stock Holding History

Advocate Group’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.87M Sell
69,586
-2,179
-3% -$148K 0.75% 54
2026
Q2 		$4.51M Sell
71,765
-20,321
-22% -$1.31M 0.68% 58
2026
Q1 		$5.41M Sell
92,086
-2,634
-3% -$159K 0.85% 53
2025
Q4 		$4.81M Buy
94,720
+6,022
+7% +$261K 0.78% 56
2025
Q3 		$3.48M Buy
88,698
+6,286
+8% +$273K 0.57% 60
2025
Q2 		$3.57M Buy
82,412
+12,844
+18% +$488K 0.64% 58
2025
Q1 		$2.63M Buy
69,568
+9,601
+16% +$367K 0.48% 64
2024
Q4 		$2.28M Buy
59,967
+6,139
+11% +$275K 0.43% 67
2024
Q3 		$2.69M Buy
53,828
+4,157
+8% +$187K 0.49% 66
2024
Q2 		$2.41M Sell
49,671
-588
-1% -$29.6K 0.49% 66
2024
Q1 		$2.36M Sell
50,259
-635
-1% -$25.6K 0.47% 65
2023
Q4 		$2.17M Sell
50,894
-3,490
-6% -$129K 0.47% 68
2023
Q3 		$2.03M Buy
54,384
+6,598
+14% +$266K 0.47% 67
2023
Q2 		$1.91M Buy
47,786
+4,507
+10% +$172K 0.42% 65
2023
Q1 		$1.77M Buy
43,279
+5,971
+16% +$248K 0.39% 69
2022
Q4 		$1.42M Buy
37,308
+12,218
+49% +$427K 0.31% 68
2022
Q3 		$686K Buy
25,090
+14,053
+127% +$411K 0.17% 79
2022
Q2 		$323K Buy
+11,037
New +$442K 0.08% 101

Other funds holding FCX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Advocate Group's FCX Position: Q3 2026 in Review

Advocate Group reduced its Freeport-McMoran (FCX) stake by 3% in Q3 2026, selling an estimated $148K and leaving 69,586 shares worth $4.87M. The position accounts for 0.75% of the portfolio, ranked #54.

Advocate Group first reported a position in FCX in Q2 2022 and has held it in 18 quarters since. The position peaked at $5.41M in Q1 2026. 814 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Advocate Group held 69,586 shares of Freeport-McMoran worth $4.87M as of Q3 2026.
  • Advocate Group sold 2,179 Freeport-McMoran shares in Q3 2026, an estimated $148K.
  • Freeport-McMoran made up 0.75% of Advocate Group's portfolio in Q3 2026, its #54 holding.
  • Advocate Group first reported a position in Freeport-McMoran in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Freeport-McMoran position peaked at $5.41M in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.