Confluence Wealth Services’s Freeport-McMoran FCX Stock Holding History

Confluence Wealth Services’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 Q2	$436K	Buy	6,934 +2,983	+75%	+$192K	0.01%	351
2026 Q1	$232K	Sell	3,951 -32	-0.8%	-$1.93K	0.01%	345
2025 Q4	$202K	Buy	+3,983	New	+$173K	0.01%	365
2024 Q4	–	Sell	-4,136	Closed	-$206K	–	337
2024 Q3	$206K	Sell	4,136 -202	-5%	-$9.1K	0.02%	334
2024 Q2	$211K	Sell	4,338 -55	-1%	-$2.77K	0.02%	351
2024 Q1	$207K	Buy	+4,393	New	+$177K	0.02%	326
2022 Q1	–	Sell	-2,969	Closed	-$123K	–	536
2021 Q4	$123K	Buy	+2,969	New	+$113K	0.04%	295

Other funds holding FCX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

DKAM

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Confluence Wealth Services's FCX Position: Q2 2026 in Review

Confluence Wealth Services increased its Freeport-McMoran (FCX) stake by 75% in Q2 2026, buying an estimated $192K and bringing the position to 6,934 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #351.

Confluence Wealth Services first reported a position in FCX in Q4 2021 and has held it in 7 quarters since. 535 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Confluence Wealth Services held 6,934 shares of Freeport-McMoran worth $436K as of Q2 2026.
Confluence Wealth Services bought 2,983 Freeport-McMoran shares in Q2 2026, an estimated $192K.
Freeport-McMoran made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #351 holding.
Confluence Wealth Services first reported a position in Freeport-McMoran in Q4 2021 and has held it in 7 quarters since.
535 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.