Montecito Bank & Trust’s Freeport-McMoran FCX Stock Holding History

Montecito Bank & Trust’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	$201K	Buy	+2,874	New	+$196K	0.03%	266
2022 Q2	–	Sell	-4,845	Closed	-$241K	–	249
2022 Q1	$241K	Hold	4,845	–	–	0.05%	245
2021 Q4	$202K	Buy	+4,845	New	+$184K	0.04%	262
2017 Q2	–	Sell	-15,710	Closed	-$210K	–	176
2017 Q1	$210K	Buy	15,710 +10,998	+233%	+$158K	0.08%	174
2016 Q4	$62K	Buy	+4,712	New	+$60.3K	0.02%	273

Other funds holding FCX

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Montecito Bank & Trust's FCX Position: Q3 2026 in Review

Montecito Bank & Trust opened a new position in Freeport-McMoran (FCX) in Q3 2026: 2,874 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Montecito Bank & Trust previously reported a position in FCX as recently as Q1 2022.

Montecito Bank & Trust first reported a position in FCX in Q4 2016 and has held it in 5 quarters since. The position peaked at $241K in Q1 2022. 95 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

Montecito Bank & Trust held 2,874 shares of Freeport-McMoran worth $201K as of Q3 2026.
Freeport-McMoran was a new Montecito Bank & Trust position in Q3 2026.
Freeport-McMoran made up 0.03% of Montecito Bank & Trust's portfolio in Q3 2026, its #266 holding.
Montecito Bank & Trust first reported a position in Freeport-McMoran in Q4 2016 and has held it in 5 quarters since.
Montecito Bank & Trust's Freeport-McMoran position peaked at $241K in Q1 2022.
95 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.