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Valeo Financial Advisors’s Freeport-McMoran FCX Stock Holding History

Valeo Financial 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
2024
Q2 		– Sell
-100
Closed -$5 – 696
2024
Q1 		$5 Buy
+100
New +$4.04K ﹤0.01% 666

Other funds holding FCX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Valeo Financial Advisors's FCX Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Freeport-McMoran (FCX) stake by 1.1% in Q2 2026, selling an estimated $12.9K and leaving 18,389 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #279.

Valeo Financial Advisors first reported a position in FCX in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.35M in Q4 2025. 882 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Valeo Financial Advisors held 18,389 shares of Freeport-McMoran worth $1.16M as of Q2 2026.
  • Valeo Financial Advisors sold 200 Freeport-McMoran shares in Q2 2026, an estimated $12.9K.
  • Freeport-McMoran made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #279 holding.
  • Valeo Financial Advisors first reported a position in Freeport-McMoran in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Freeport-McMoran position peaked at $1.35M in Q4 2025.
  • 882 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.