BP
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Ballentine Partners’s Southern Copper SCCO Stock Holding History

Ballentine Partners’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$786K Buy
4,510
+161
+4% +$29.3K 0.01% 427
2026
Q1 		$741K Buy
4,349
+32
+0.7% +$5.86K 0.01% 423
2025
Q4 		$608K Sell
4,317
-120
-3% -$15.9K 0.01% 442
2025
Q3 		$524K Sell
4,437
-464
-9% -$45.5K 0.01% 489
2025
Q2 		$478K Buy
4,901
+1,193
+32% +$105K 0.01% 498
2025
Q1 		$331K Buy
3,708
+501
+16% +$45K 0.01% 588
2024
Q4 		$277K Sell
3,207
-33
-1% -$3.3K ﹤0.01% 627
2024
Q3 		$353K Sell
3,240
-169
-5% -$16.6K 0.01% 535
2024
Q2 		$344K Buy
3,409
+146
+4% +$15.5K 0.01% 514
2024
Q1 		$322K Buy
3,263
+166
+5% +$13.3K 0.01% 518
2023
Q4 		$247K Buy
+3,097
New +$215K 0.01% 568

Other funds holding SCCO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Ballentine Partners's SCCO Position: Q2 2026 in Review

Ballentine Partners increased its Southern Copper (SCCO) stake by 3.7% in Q2 2026, buying an estimated $29.3K and bringing the position to 4,510 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #427.

Ballentine Partners first reported a position in SCCO in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Ballentine Partners held 4,510 shares of Southern Copper worth $786K as of Q2 2026.
  • Ballentine Partners bought 161 Southern Copper shares in Q2 2026, an estimated $29.3K.
  • Southern Copper made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #427 holding.
  • Ballentine Partners first reported a position in Southern Copper in Q4 2023 and has held it in 11 quarters since.
  • 99 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.