Regent Peak Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Regent Peak Wealth Advisors’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	$296K	Buy	4,707 +145	+3%	+$9.32K	0.05%	156
2026 Q1	$268K	Buy	4,562 +150	+3%	+$9.06K	0.05%	152
2025 Q4	$224K	Buy	+4,412	New	+$191K	0.04%	168
2024 Q4	–	Sell	-4,309	Closed	-$215K	–	186
2024 Q3	$215K	Buy	4,309 +120	+3%	+$5.41K	0.05%	162
2024 Q2	$204K	Buy	+4,189	New	+$211K	0.05%	162
2021 Q1	–	Sell	-2,649	Closed	-$69K	–	427
2020 Q4	$69K	Buy	+2,649	New	+$55.1K	0.02%	261

Other funds holding FCX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

AIP

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

PTEAP

Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $350M AUM 272.18% 1-Year Est. Return

Regent Peak Wealth Advisors's FCX Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Freeport-McMoran (FCX) stake by 3.2% in Q2 2026, buying an estimated $9.32K and bringing the position to 4,707 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #156.

Regent Peak Wealth Advisors first reported a position in FCX in Q4 2020 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Regent Peak Wealth Advisors held 4,707 shares of Freeport-McMoran worth $296K as of Q2 2026.
Regent Peak Wealth Advisors bought 145 Freeport-McMoran shares in Q2 2026, an estimated $9.32K.
Freeport-McMoran made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Regent Peak Wealth Advisors first reported a position in Freeport-McMoran in Q4 2020 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.