Root Financial Partners
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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
Q3 		$574K Buy
8,194
+839
+11% +$57.1K 0.02% 202
2026
Q2 		$463K Buy
7,355
+1,565
+27% +$101K 0.02% 204
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

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Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's FCX Position: Q3 2026 in Review

Root Financial Partners increased its Freeport-McMoran (FCX) stake by 11% in Q3 2026, buying an estimated $57.1K and bringing the position to 8,194 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #202.

Root Financial Partners first reported a position in FCX in Q3 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Root Financial Partners held 8,194 shares of Freeport-McMoran worth $574K as of Q3 2026.
  • Root Financial Partners bought 839 Freeport-McMoran shares in Q3 2026, an estimated $57.1K.
  • Freeport-McMoran made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #202 holding.
  • Root Financial Partners first reported a position in Freeport-McMoran in Q3 2025 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.