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

Wellspring 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
2026
Q2 		$279K Buy
4,429
+252
+6% +$16.2K 0.02% 227
2026
Q1 		$246K Sell
4,177
-687
-14% -$41.5K 0.02% 240
2025
Q4 		$247K Buy
+4,864
New +$211K 0.02% 231
2024
Q4 		– Sell
-7,084
Closed -$354K – 156
2024
Q3 		$354K Buy
+7,084
New +$319K 0.04% 102

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Freeport-McMoran (FCX) stake by 6% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,429 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #227.

Wellspring Financial Advisors first reported a position in FCX in Q3 2024 and has held it in 4 quarters since. The position peaked at $354K in Q3 2024. 536 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Wellspring Financial Advisors held 4,429 shares of Freeport-McMoran worth $279K as of Q2 2026.
  • Wellspring Financial Advisors bought 252 Freeport-McMoran shares in Q2 2026, an estimated $16.2K.
  • Freeport-McMoran made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #227 holding.
  • Wellspring Financial Advisors first reported a position in Freeport-McMoran in Q3 2024 and has held it in 4 quarters since.
  • Wellspring Financial Advisors's Freeport-McMoran position peaked at $354K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.