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PlanVest Financial’s Freeport-McMoran FCX Stock Holding History

PlanVest Financial’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 		$63.4K Buy
1,007
+2
+0.2% +$129 0.04% 195
2026
Q1 		$59.1K Buy
+1,005
New +$60.7K 0.04% 190

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's FCX Position: Q2 2026 in Review

PlanVest Financial increased its Freeport-McMoran (FCX) stake by 0.2% in Q2 2026, buying an estimated $129 and bringing the position to 1,007 shares worth $63.4K. The position accounts for 0.04% of the portfolio, ranked #195.

PlanVest Financial first reported a position in FCX in Q1 2026 and has held it in 2 quarters since. 1,849 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • PlanVest Financial held 1,007 shares of Freeport-McMoran worth $63.4K as of Q2 2026.
  • PlanVest Financial bought 2 Freeport-McMoran shares in Q2 2026, an estimated $129.
  • Freeport-McMoran made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #195 holding.
  • PlanVest Financial first reported a position in Freeport-McMoran in Q1 2026 and has held it in 2 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.