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Root Financial Partners’s Freeport-McMoran FCX Stock Holding History

Root Financial Partners’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
Q1 		$340K Buy
5,790
+2,033
+54% +$123K 0.02% 231
2025
Q4 		$191K Buy
3,757
+569
+18% +$24.7K 0.01% 310
2025
Q3 		$125K Buy
+3,188
New +$138K 0.01% 374

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's FCX Position: Q1 2026 in Review

Root Financial Partners increased its Freeport-McMoran (FCX) stake by 54% in Q1 2026, buying an estimated $123K and bringing the position to 5,790 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #231.

Root Financial Partners first reported a position in FCX in Q3 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Root Financial Partners held 5,790 shares of Freeport-McMoran worth $340K as of Q1 2026.
  • Root Financial Partners bought 2,033 Freeport-McMoran shares in Q1 2026, an estimated $123K.
  • Freeport-McMoran made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #231 holding.
  • Root Financial Partners first reported a position in Freeport-McMoran in Q3 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.