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 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

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Root Financial Partners's FCX Position: Q2 2026 in Review

Root Financial Partners increased its Freeport-McMoran (FCX) stake by 27% in Q2 2026, buying an estimated $101K and bringing the position to 7,355 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #204.

Root Financial Partners first reported a position in FCX in Q3 2025 and has held it in 4 quarters since. 1,894 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Root Financial Partners held 7,355 shares of Freeport-McMoran worth $463K as of Q2 2026.
Root Financial Partners bought 1,565 Freeport-McMoran shares in Q2 2026, an estimated $101K.
Freeport-McMoran made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #204 holding.
Root Financial Partners first reported a position in Freeport-McMoran in Q3 2025 and has held it in 4 quarters since.
1,894 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.